Senior Trust & Estate Strategy Lead
bairdSouth Milwaukee, WI
Senior Trust & Estate Strategy Lead
bairdSouth Milwaukee, WI
yesterday
Industries
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment AdviceAbout the 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.
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JOB OVERVIEW
Experience level
Senior
Location
South Milwaukee, WI
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday
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