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Wealth Advisor

3 months ago

San Francisco, California, United States BakerAvenue Full time
Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make a positive impact on society alongside financial return.

We are headquartered in San Francisco with offices in New York, Dallas, Houston, Seattle, San Diego, Sun Valley, and Naples.

At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients. Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share.

BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence.

Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion.

As a company committed to sustainability, we are honored to be a certified B Corporation and a signatory of Principles of Responsible Investment (PRI).


The Role:
We are seeking a Wealth Advisor.

Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners.

The position is based out of our San Francisco office.

Responsibilities:

  • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio
  • Assess client's overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy
  • Prepare customized proposals for clients and prospective clients
  • Assists in the development of complex and highly customized financial portfolios
  • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations
  • Develop asset allocations to meet clients' risk profile and time horizon
  • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings
  • Comanage and provide leadership within the team
  • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients
  • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.)
  • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory
  • Conduct branch marketing meetings and training for the advisors of our custodial partners

Qualifications:
years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work

  • Demonstrated business development track record
  • CFP required. Other credentials a plus
  • 4year college degree with a preferred emphasis in economics, business, finance, accounting or similar field
  • Very strong knowledge of finance and capital markets required
  • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis
  • Strong abilities to multitask, manage various client requests and effectively prioritize
  • Unquestioned commitment to integrity in personal and professional activities
  • Demonstrated ability to work effectively in a team environment
  • Confidence to work directly with senior leaders and highnet worth clients

Benefits:

  • Medical / Dental / Vision / Life / Disability Insurance
  • Highdeductible plan option with health savings account
  • Employee assistance program
  • Wellness allowance $75 monthly
  • Bereavement leave 3 days paid for immediate family member or pet
  • 401k with 3% match
  • Commuter benefits
  • Parental bonding leave up to 100% of salary for 12 weeks
  • Donation match up to $500 annually
  • Birthday PTO
  • Learning and Development stipend up to $1000 annually
  • Volunteer PTO 1 day per quarter
  • Monthly cell phone allowance $75 monthly
  • BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws._