Senior Wealth Associate

3 days 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, Seattle, Florida, Idaho and San Diego.

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 Senior Wealth Associate. The Senior Wealth Associate plays a critical role in providing administrative and client engagement support for the Wealth Advisory team.

The Senior Wealth Associate will also be responsible for managing client data, meeting scheduling, meeting preparation, proposal generation and financial planning.

This position will be based out of our San Francisco office.

Responsibilities:

  • Become an active member of the Wealth Advisory team by providing administrative and client engagement support.
  • Gather client needs and wants and be responsible for developing a custom financial plan for clients.
  • Collect, organize, and manage client information by assigning and following up on necessary paperwork.
  • Responsible for generating, preparing, and updating client meeting materials and proposals or the client; in collaboration with the Advisor.
  • Accountable for ensuring key client information, risk score, and documentation is up to date.
  • Using professional judgement and corresponding with colleagues to ensure that we are consistently providing outstanding service to our client base.

Qualifications:

  • Bachelor's degree
  • CFP preferred
  • Series 65 or 66 preferred
  • Demonstrated experience in wealth management and financial planning.
  • Experience confidently working 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 the ability to multi-task and prioritize work.
  • Excellent organization and interpersonal skills.
  • Ability to take immediate ownership of their 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
  • PTO
  • Birthday PTO
  • Learning and Development stipend – up to $1000 annually
  • Volunteer PTO – 1 day per quarter
  • Monthly cell phone allowance – up to $75 monthly

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