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Baird

Wealth Planning Support Associate

Baird, Louisville, Kentucky, us, 40201

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A financial services firm is seeking a CRT Advisor Associate in Louisville, KY. The role involves partnering with clients to ensure investment suitability and delivering financial plans in collaboration with Financial Advisors. Candidates must have an undergraduate degree and relevant licenses, along with strong presentation and interpersonal skills. This position promotes teamwork and communication within a dedicated client service team. #J-18808-Ljbffr