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Wealth Strategy & Client Advisory Associate
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-09-03
Listing for:
Baird
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Baird is seeking a CRT Advisor Associate to join the Client Resource Team in Milwaukee. You will work with clients to keep investments suitable while coordinating with PWM Wealth Centers to identify strategic opportunities in the branch network.
You will partner with Financial Advisors to deliver financial plans, provide financial education, and support opportunities identified through the planning process, contributing to overall client satisfaction and revenue growth.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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