About The Role:

Create relationships with Baird Financial Advisors and discuss their most important and complex client estate planning situations. Participate directly in client conference calls and meetings. On your own initiative and at the request of FAs, review documents and research information to answer specific estate planning questions and to create comprehensive, customized estate planning reports for clients using our estate planning tools. Activities and duties require a high level of expertise, organization, and personal initiative. An ideal background would be an estate planning attorney with years of experience dealing with the complex estate issues of clients with $2,000,000 to $20,000,000 or more in assets.

The Impact You'll Make: