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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Level

Senior L5

Location

South Milwaukee, WI

Occupation

Personal Financial Advisors

Industry

Trust, Fiduciary, and Custody Activities

Posted

2 days ago

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