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BakerAvenue Wealth Management · 1 day ago

Wealth Advisor, Managing Director

San Francisco, CA

Full-time

Hybrid

Senior Level, Lead/Staff

$200K/yr - $200K/yr

10+ years exp

BakerAvenue is a wealth management firm that provides comprehensive investment expertise for high-net-worth individuals and families. The Wealth Advisor, Managing Director will deliver tailored wealth management solutions and build long-term relationships with clients, focusing on portfolio management and financial planning.

CommunitiesFinancial ServicesWealth Management

Responsibilities

Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio

Assess client’s overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy

Prepare customized proposals for clients and prospective clients

Assists in the development of complex and highly customized financial portfolios

Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations

Develop asset allocations to meet clients’ risk profile and time horizon

Knowledge of key financial, investment and risk management concepts to be able to lead client meetings

Co-manage and provide leadership within the team

Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients

Prospecting 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 Advisory

Conduct branch marketing meetings and training for the advisors of our custodial partners

Qualification

Wealth managementFinancial planningCFP® certificationBusiness developmentInvestment managementAlternative investmentsMulti-taskingClient relationship managementTeam collaborationIntegrity

Required

10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work

Demonstrated business development track record

CFP® required. Other credentials a plus

4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field

Very 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 integrity 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