Baker Tilly US · 1 day ago
Financial Advisor
San Francisco County, CA
Full-time
Onsite
Mid, Senior Level
$115K/yr - $182K/yr
5+ years expBaker Tilly is a leading advisory, tax and assurance firm, and they are seeking a Financial Advisor to join their growing RIA. The Financial Advisor will work collaboratively to provide wealth management strategies and financial planning services, aiming to empower clients to secure better financial futures.
Accounting
Responsibilities
Our Financial advisors primarily serve current clients and seek to source, onboard and service new clients within a team environment
Servicing includes, meeting regularly with clients to go over their financial plan, review their current and future circumstances, needs and objectives and to review their investment performance
Our Financial Advisors have a direct impact on the growth of our firm through Business Development Goals and actively pursuing new business
Strategically drives the financial planning process for clients, with the support of the team, including review and evaluation of income, assets, tax exposure, estate plan, investment portfolio and insurance. Helping clients establish and prioritize their financial goals and time frames for achieving them
Financial Advisors will work to actively seek referrals from current clients and your professional and personal network
Mentoring and supporting the development of associate advisors and client service associates on their team
Qualification
Required
Bachelor's degree in a related field required
Minimum of 5 years of wealth management and investment advisory experience in a public accounting or professional services firm environment required
Excellent communication, organizational, and client relationship skills
Ability to work on multiple projects at once while consistently completing projects on time, within budget, and with few revisions
Ability to function as part of a regional team
Thinking critically on a strategic level, take initiative and problem-solve
Building beneficial relationships in appropriate community, business, and professional organizations
Ability to comfortably maintain poise and diplomacy amongst both client and company personnel
Preferred
Insurance knowledge preferred
CFP preferred or CFA may be considered
Benefits
Competitive base pay
Business development bonus
Company
Baker Tilly US
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S.
10001+ employees
H1B Sponsorship
Baker Tilly US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (19)
2023 (23)
2022 (25)
2021 (19)
Funding
Current Stage
Late StageLeadership Team
Brett Bowles, CPA
Senior Consultant - Transaction and CFO Advisory
Caleb Tollefson
CFO Advisory Manager
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