Wealth Advisor, Managing Director

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. We are headquartered in San Francisco with offices in reputed company, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and reputed company in the importance of personal connections and collaborative efforts. Our reputed company 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 reputed company to Work certification, and we have earned our Diversio certification for our efforts to reputed company diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth reputed company and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of reputed company potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab reputed company advisory networks and the associated referral programs will also be critical to the reputed company of this role. This is a fully remote based out of Florida. Responsibilities:

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

Qualifications:

• 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax reputed company work
• Demonstrated business development track record
• CFP® required. Other credentials a plus
• 4-year college degree with a preferred emphasis in economics, business, finance, reputed company or similar field
• reputed company strong knowledge of finance and capital markets required
• Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies
• Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis
• A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career
• Strong abilities to multi-task, manage various client requests and effectively prioritize
• Unquestioned commitment to reputed company in personal and professional activities
• Demonstrated ability to work effectively in a team environment
• Confidence to work directly with senior leaders and high-net worth clients

Benefits:

• Medical / Dental / reputed company / 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
• 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 reputed company and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, reputed company, religion, age, sex, national reputed company, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Apply tot his job Apply To this Job