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Wealth Advisor - San Francisco, United States - BakerAvenue
Description
Job DescriptionJob Description Salary:
$150k - $250k (based on experience)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, Houston, Seattle, San Diego, Sun Valley, and Naples.
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 Wealth Advisor.
Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions 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 qualified 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 branch advisory networks and the associated referral programs will also be critical to the success of this role.
The position is based out of our San Francisco office.Responsibilities:
Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolioAssess client's overall financial picture, understand their needs and develop a solid financial plan and portfolio strategyPrepare customized proposals for clients and prospective clientsAssists in the development of complex and highly customized financial portfoliosCollaborate with the Advisor and Investment Management Committee to deliver investment recommendationsDevelop asset allocations to meet clients' risk profile and time horizonKnowledge of key financial, investment and risk management concepts to be able to lead client meetingsCo-manage and provide leadership within the teamNetwork with Fidelity and Schwab channel personnel to develop a stream of qualified potential clientsProspecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.)Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth AdvisoryConduct branch marketing meetings and training for the advisors of our custodial partners
Qualifications:
10–15+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related workDemonstrated business development track recordCFP required.
Other credentials a plus4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar fieldVery strong knowledge of finance and capital markets requiredTechnical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysisA 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 careerStrong abilities to multi-task, manage various client requests and effectively prioritizeUnquestioned commitment to integrity in personal and professional activitiesDemonstrated ability to work effectively in a team environmentConfidence to work directly with senior leaders and high-net worth clientsBenefits:
Medical / Dental / Vision / Life / Disability InsuranceHigh-deductible plan option with health savings accountEmployee assistance programWellness allowance – $75 monthlyBereavement leave – 3 days paid for immediate family member or pet401k with 3% matchCommuter benefitsParental bonding leave – up to 100% of salary for 12 weeksDonation match – up to $500 annuallyBirthday PTOLearning and Development stipend – up to $1000 annuallyVolunteer PTO – 1 day per quarterMonthly cell phone allowance – $75 monthly
BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for 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.
