bairdSouth Milwaukee, WI
Senior Trust & Estate Strategy Lead
Senior Trust & Estate Strategy Lead
Senior Trust & Estate Strategy Lead
bairdSouth Milwaukee, WI
yesterday
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment Advice
Apply for this role →Baird Trust Company seeks a Trust Strategist to act as the trust and estate planning expert, supporting Baird Financial Advisors in deepening relationships with top clients and engaging high-net-worth prospects.
You will educate advisors on Baird Trust services, prepare materials illustrating plans and suggested modifications, and collaborate with tax and wealth teams to grow fiduciary relationships.
Also on the board Same function, level within a rung
Level
Senior
Location
South Milwaukee, WI
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday