Senior Trust & Estate Strategist High-Net-Worth Clients
Listed on 2026-10-16
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Baird Trust Company seeks a Trust Strategist to partner with Baird Financial Advisors and deliver customized trust and investment management solutions. You will guide sophisticated estate and tax planning for high-net-worth clients, collaborating with CPAs, attorneys and specialists to implement strategies and expand fiduciary relationships.
As a trusted expert, you will lead client meetings, prepare materials on current plans and tax strategies, and educate colleagues on the value of Baird
As a Senior Trust & Estate Strategist for High-Net-Worth Clients, you will play an important part at Baird in Milwaukee, WI, United States.
The advertised compensation is 150..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Trust & Estate Strategist for High-Net-Worth Clients role in the description above.
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