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Baird · 1 day ago

CRT Advisor Associate

Milwaukee, WI

Full-time

Onsite

Entry Level

2+ years exp

Baird is a financial services firm that focuses on client service and wealth management. The CRT Advisor Associate will work with clients to ensure suitable investments and coordinate with Wealth Centers to identify strategic opportunities.

Financial Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

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

Qualification

SIE licenseSeries 7 licenseSeries 66 licenseInvestment experienceMotivatedPresentation skillsInterpersonal skillsWritten communicationTeamworkSelf-starter

Required

Must have an undergraduate degree

Must hold SIE, Series 7/66 or Series 7/63/65 licenses

Excellent presentation skills, strong interpersonal and written communication skills

Proven self-starter, highly motivated, with the ability to work with a team

Preferred

Minimum of two years of investment experience in a client facing role preferred

Company

Baird

Glassdoor4.3

Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.

Founded in 1919

Milwaukee, Wisconsin, USA

5001-10000 employees

http://www.rwbaird.com

H1B Sponsorship

Baird has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (9)

2024 (13)

2023 (6)

2022 (11)

2021 (4)

2020 (5)