Description
The CRT Advisor Associate supports Baird clients by maintaining investment suitability, delivering financial plans, providing financial education, researching relevant news, documenting and following up on opportunities, and serving as a financial-planning specialist for client scenarios. The role partners with Wealth Centers and Financial Advisors, requires an undergraduate degree and SIE, Series 7/66, or Series 7/63/65 licenses, and prefers at least two years of client-facing investment experience.
