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Wealth Associate

1 month ago

San Francisco, California, United States BakerAvenue Full time
Job Opportunity

BakerAvenue is seeking a highly motivated and detail-oriented Wealth Associate to join our Wealth Advisory team. As a key member of our team, you will provide administrative and client engagement support, ensuring seamless delivery of our wealth management services.

Responsibilities
  • Provide exceptional client service by collecting, organizing, and managing client information, ensuring key details are up-to-date.
  • Collaborate with advisors to generate, prepare, and update client meeting materials and proposals.
  • Utilize professional judgment to ensure outstanding service to our client base.
Requirements
  • Bachelor's degree
  • Chartered Financial Analyst (CFA) or Certified Financial Planning (CFP) designation preferred, but not required
  • Past experience in financial planning or wealth management preferred
  • Confidence to work directly with senior leaders and high-net-worth clients
  • Excellent written and verbal communication skills, time management, and ability to multi-task and prioritize work
Benefits
  • Medical / Dental / Vision / Life / Disability Insurance
  • High-deductible 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
  • Vacation PTO
  • Birthday PTO
  • Learning and Development stipend – up to $1000 annually
  • Volunteer PTO – 1 day per quarter
  • Monthly cell phone allowance – $75 monthly

BakerAvenue is an equal opportunity employer 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.