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

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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.