Wealth Associate
3 days ago
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 play a critical role in providing administrative and client engagement support.
Responsibilities- Provide exceptional client service by collecting, organizing, and managing client information.
- Generate, prepare, and update client meeting materials and proposals in collaboration with the Advisor.
- Ensure key client information, risk score, and documentation are up to date.
- Utilize professional judgment and communicate effectively with colleagues to deliver outstanding service to our client base.
- 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
- Demonstrated interest in the stock market, wealth management, or financial planning
- Confidence to work directly with senior leaders and high-net-worth clients
- Demonstrated ability to work collaboratively in a team environment
- Proven success 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 their work
- 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.
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