CRT Advisor Associate
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Description
About the Role
Baird’s Client Resource Team is a dedicated team designed to service clients that no longer fit the field’s Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients.
The team’s objectives are to increase profitability through achieving specific client account resolutions and focus on a core of asset allocation products.
The team operates under a culture that promotes teamwork and communication.
Th…
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