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.
#J-18808-LjbffrSenior Trust & Estate Strategy Lead in milwaukee at Unknown Company
This position is listed as full time and onsite.