CRT Advisor Associate

About the Role:
Baird’s Client Resource Team is a dedicated team designed to service clients that no longer fit the field’s Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. The team’s objectives are to increase profitability through achieving specific client account resolutions and focus on a core of asset allocation products. The team operates under a culture that promotes teamwork and communication.
The CRT Advisor Associate will be working with Baird clients to ensure investments remain suitable and servicing their account(s). Additionally, the CRT Advisor Associate will be partnering with the Baird PWM Wealth Centers and coordinating with other PWM Wealth Center associates to identify strategic opportunities in Baird’s branch network.
The Impact You’ll Make:
Partners with Wealth Centers and Wealth Solutions to develop goals that align with PWM’s Strategic Priorities
Works in partnership with Wealth Centers to drive strategic priorities for various markets and branches
Operate within the team’s client service and wealth management strategy to ensure high quality client service
Engage the client, frame the discussion, and convey the team mission to better position the Advisor for additional business opportunities
Deliver the financial plan to clients in partnership with the Financial Advisor/Team
Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts
Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team
Research relevant news articles related to the topic’s covered in a client’s plan to share with them as an added touch point
Document, follow up, and support the closing of opportunities identified from the financial planning process
Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios
Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized
Performs other duties and special projects as necessary
What You’ll Bring to Baird:
Must have an undergraduate degree
Must hold SIE, Series 7/66 or Series 7/63/65 licenses
Minimum of two years of investment experience in a client facing role preferred
Excellent presentation skills, strong interpersonal and written communication skills
Proven self-starter, highly motivated, with the ability to work with a team
Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred
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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.