---
title: "CRT Advisor Associate at Baird – Louisville, KY · Full-time"
canonical: "https://www.metaintro.com/job/crt-advisor-associate-at-baird-e66c6d8a-753e-5f2e-b367-2b22e1d08eec"
language: "en"
author: "Metaintro"
---

[![Baird logo](/api/company-logo?url=https%3A%2F%2Frwbaird.com%2Ffavicon.png&sig=tnL_NDLl-TH_d2iJkiepzYGbz_ko-do-O8MaiaG3_QE)](/company/baird)[Baird](/company/baird)
# CRT Advisor Associate at Baird

**Setup**
: On-site

**Location**
: Louisville, Kentucky

**Type**
: Full-time

**Level**
: not_specified

**Posted**
: Sep 28, 2026

## 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 two years of client-facing investment experience, strong communication skills, and technology aptitude.

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