Trust Strategist
On-siteNashville, Tennessee, United States or Milwaukee, Wisconsin, United States
Job Summary
Review trust agreements, amendments, restatements, wills, and codicils for legal accuracy, trustee powers, fiduciary responsibilities, and tax sensitivity. Collaborate with Baird Financial Advisors, Market Directors, and PWM associates to answer client questions and provide thought leadership. Deliver presentations on estate, tax, and trust planning topics for internal associates and professional continuing education seminars. Assist Trust Counsel and Baird Trust associates with trust and estate matters while participating in Trust Company projects and new initiative introductions.
Required Qualifications
- Juris Doctorate (JD)
- Bachelor's degree in Economics, Finance, Accounting, or Business Administration
Desired Qualifications
- CFP
- CTFA
- 5+ year experience in the trust industry
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.