Wealth Management Associate

4 days ago

San Francisco, California, United States Baker Avenue Full time
About the Role

BakerAvenue is seeking a highly motivated and detail-oriented Wealth Associate to join our Wealth Advisory team. As a Wealth Associate, you will play a critical role in providing administrative and client engagement support to our team of experienced wealth advisors.

Key Responsibilities
  • Provide exceptional administrative support to the Wealth Advisory team, including data entry, meeting scheduling, and proposal generation.
  • Collect, organize, and manage client information, ensuring that all necessary paperwork is completed and up-to-date.
  • Collaborate with advisors to generate, prepare, and update client meeting materials and proposals.
  • Ensure that key client information, risk scores, and documentation are accurate and up-to-date.
  • Utilize professional judgment and communicate effectively with colleagues to provide outstanding service to our client base.
Requirements
  • Bachelor's degree in a related field.
  • CFP designation preferred, but not required.
  • Past experience in financial planning or wealth management preferred.
  • Demonstrated interest in the stock market, wealth management, or financial planning.
  • Confidence in working directly with senior leaders and high-net-worth clients.
  • Demonstrated ability to work collaboratively in a team environment.
  • Proven success in solving problems and working under pressure in a fast-paced environment.
  • Excellent written and verbal communication skills, time management, and ability to multi-task and prioritize work.
  • Excellent organization and interpersonal skills.
  • Ability to take immediate ownership of work.
What We Offer
  • Medical, dental, vision, life, and 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's Commitment to Equal Opportunity Employment

BakerAvenue Wealth Management is committed to equal opportunity 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.

  • Wealth Management Consultant

    2 weeks ago

    San Francisco, California, United States Freestone Capital Management Full time

    Freestone Capital Management is a premier wealth advisory firm focused on providing outstanding service to our clients. We are in search of a Wealth Management Consultant to assist affluent individuals in realizing their financial aspirations while fostering enduring relationships.About Our Firm:Independent Wealth Advisory: Operating in multiple locations,...

  • Private Wealth Associate

    3 days ago

    San Francisco, California, United States AllianceBernstein Full time

    Job SummaryWe are seeking a highly skilled and motivated Private Wealth Associate to join our team at AllianceBernstein. As a Private Wealth Associate, you will play a critical role in providing exceptional client service and support to our high-net-worth clients.Key ResponsibilitiesCollaborate with senior professionals to fuel career success and build...

  • Associate Financial Advisor

    1 week ago

    San Francisco, California, United States Empirical Wealth Management Full time

    About Empirical Wealth ManagementEmpirical Wealth Management is a rapidly growing financial services firm, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high-caliber individuals who will succeed in a high-opportunity business environment.Our CultureWe believe that each employee is a valuable...

  • Investment and Wealth Management Associate

    2 weeks ago

    San Francisco, California, United States BBR Partners Full time

    Position OverviewBBR Partners is seeking a dedicated Investment and Wealth Management Associate to contribute significantly to a specialized team focused on client accounts. The Advisory Associate plays a crucial role in BBR's commitment to delivering exceptional service and insightful guidance. The ideal candidate should possess a strong enthusiasm for...

  • Wealth Management Associate

    2 weeks ago

    San Francisco, California, United States Citigroup Inc Full time

    The Registered Client Services Associate role is an evolving professional position that combines specialized knowledge with a comprehensive understanding of industry standards and practices. This position requires a solid grasp of how the team and department collaborate with others to achieve the objectives of the job family. The associate will apply...

  • Wealth Management Advisor

    2 weeks ago

    San Francisco, California, United States Rockefeller Capital Management Full time

    About Rockefeller Capital ManagementRockefeller Capital Management, established in 2018, stands as a premier independent financial advisory firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has expanded its services to provide strategic guidance to ultra- and high-net-worth individuals, families, institutions, and...

  • Wealth Management Advisor

    2 weeks ago

    San Francisco, California, United States Rockefeller Capital Management Full time

    About Rockefeller Capital ManagementRockefeller Capital Management, founded in 2018, stands as a premier independent advisory firm in the financial services sector. Originally established in 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic guidance to ultra- and high-net-worth individuals, families,...

  • Merrill Private Wealth Supervision Manager

    1 month ago

    San Francisco, California, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Wealth Management Specialist NPD

    1 month ago

    San Francisco, California, United States Bank of America Full time

    Wealth Management Specialist - NPD San Francisco, California Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based...

  • Financial Wealth Strategist

    2 weeks ago

    San Diego, California, United States AlphaCore Wealth Advisory LLC Full time

    Company Overview:AlphaCore Wealth Advisory LLC is a dynamic and rapidly expanding wealth management firm dedicated to providing tailored financial solutions for individuals and families. Our approach is innovative, focusing on personalized strategies that align with our clients' unique goals and aspirations.Role Overview:As a Financial Planner at AlphaCore...

  • Senior Wealth Advisor

    2 weeks ago

    San Francisco, California, United States First Citizens Full time

    OverviewAs a pivotal member of the Wealth Management division, Senior Wealth Advisors play a crucial role in driving growth and enhancing profitability through strategic client engagement and retention initiatives. Build and nurture relationships with High Net Worth (HNW) individuals and families, delivering tailored credit, deposit, and wealth management...

  • Wealth Management Executive

    2 weeks ago

    San Francisco, California, United States ECG Resources Full time

    Position OverviewECG Resources is in search of a Senior Vice President/Private Wealth Advisor to enhance our esteemed Private Client division. This role is pivotal in establishing and nurturing relationships with affluent clients, delivering tailored investment strategies and comprehensive wealth management services.Key Responsibilities:Client Engagement:...

  • Wealth Management Advisor

    2 weeks ago

    San Francisco, California, United States Cedent Consulting Full time

    Title: Wealth Management Advisor @ Cedent Consulting.Terms of Hire: Full Time.Job Description:Business Overview: Cedent Consulting is a premier provider of integrated wealth management and investment solutions tailored for individuals, corporations, and institutions. We are recognized as one of the largest entities in the industry, specializing in...

  • Senior Wealth Advisor

    6 days ago

    San Francisco, California, United States AllianceBernstein Holding L.P. Full time

    Job SummaryWe are seeking a seasoned professional to join our Private Wealth Management team as a Private Wealth Management Leader. This individual will be responsible for providing exceptional leadership and guidance to our team, ensuring that our clients receive the highest level of service and support.Key ResponsibilitiesPartner with our Managing...

  • Client Services Associate

    2 weeks ago

    San Francisco, California, United States Citibank Full time

    The Registered Client Services Associate is an evolving professional position that combines specialized knowledge with a comprehensive understanding of industry standards and practices. This role requires a solid grasp of how the team and area collaborate with others to achieve the objectives of the job family. Utilizing analytical skills and familiarity...

  • Senior Wealth Management Advisor

    2 weeks ago

    San Francisco, California, United States Charles Schwab Full time

    Position Type: Regular Your opportunity Investor Advice Solutions encompasses Schwab Wealth Advisory, Centralized Service & Operations, and the Tax, Trust, and Estate Group. Schwab Wealth Advisory offers a premier, fee-based, and non-discretionary investment advisory service that fosters personal relationships, specialized support, and continuous guidance...

  • Client Services Associate

    2 weeks ago

    San Francisco, California, United States Citibank Full time

    The Registered Client Services Associate is an evolving professional role that combines extensive specialty knowledge with a comprehensive understanding of industry standards and practices. This position requires a solid grasp of how the team and area collaborate with others to achieve the objectives of the subfunction/job family. Utilizing analytical...

  • Private Wealth Investment Management Expert

    7 days ago

    San Francisco, California, United States The Bank of America Corporation Full time

    Join a Leading Wealth Management FirmMerrill Wealth Management is a renowned provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a leading business in the world, we offer a wide range of services including:Wealth Management: Our team of experts provides personalized wealth...

  • Wealth Management Professional

    7 days ago

    San Francisco, California, United States Hispanic Technology Executive Council Full time

    Job SummaryThe Senior Relationship Manager is a seasoned professional role that requires in-depth knowledge and expertise in wealth management and financial services. The ideal candidate will have a strong understanding of the financial industry and be able to develop and implement strategies to drive revenue growth and client acquisition.Key...

  • Lead Wealth Management Consultant

    2 weeks ago

    San Francisco, California, United States Citigroup Inc Full time

    Citi Global Wealth integrates the comprehensive capabilities of Citi to cater to a diverse range of wealth clients. This cohesive division serves ultra-high-net-worth individuals and family offices through Citi Private Bank, addresses affluent and high-net-worth segments via Citigold and Citigold Private Client, and captures wealth management opportunities...