More jobs:
Wealth Planning Associate, Client Resource Team
Job in
Louisville, Jefferson County, Kentucky, 40201, USA
Listed on 2026-08-31
Listing for:
ROBERT W. BAIRD & CO. INCORPORATED
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
ROBERT W. BAIRD & CO. INCORPORATED in Louisville, KY seeks a CRT Advisor Associate to service clients, ensure investments remain suitable, and coordinate with PWM Wealth Centers to identify opportunities.
You will work with Wealth Solutions to align goals with PWM priorities and drive strategic outcomes across markets and branches. Join a team focused on high-quality client service, financial planning delivery, and education, while leveraging AI-enabled solutions and modern tools to enhance
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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