Baker Tilly US · 10 hours ago
Associate Financial Advisor
San Francisco County, CA
Full-time
Onsite
Mid Level
$94K/yr - $139K/yr
3+ years expBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. They are currently seeking an Associate Financial Advisor for their Wealth Advisors practice to assist in financial planning and client relationship management.
Accounting
Responsibilities
Collects, validates, and analyzes financial data
Inputs data into financial planning software and the develops of initial planning recommendations
Assists with ongoing portfolio monitoring and account maintenance
Interacts with other team members and departments to coordinate the delivery of service to clients
Provides ongoing support of client relationships, handles day-to-day client requests and issues
Provides efficient and accurate year-end tax information to CPAs
Qualification
Required
Bachelor's degree in related field required
3 or more years of wealth management or investment advisory experience required
Excellent communication, organizational, and client relationship skills
Ability to work on multiple projects at once while consistently completing projects on time and with few revisions
Understands firm's wealth management process
Ability to function as part of a regional team
Ability to think critically, take initiative and problem-solve
Ability to comfortably maintain poise and diplomacy amongst both client and company personnel
Preferred
Experience in a public accounting or professional services firm environment preferred
Insurance knowledge preferred
CFP preferred
Experience with CRM, Portfolio Accounting, Rebalancing and/or Financial Planning software preferred
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
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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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