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BakerAvenue Wealth Management · 2 days ago

Senior Wealth Advisory Manager

San Francisco, CA

Full-time

Onsite

Mid, Senior Level

$0/yr - $160K/yr

4+ years exp

BakerAvenue is a wealth management firm that provides comprehensive investment expertise for high-net-worth clients. The Senior Wealth Advisory Manager will support Wealth Advisors in delivering tailored wealth management solutions and managing client relationships to grow assets under management through referrals and exceptional service.

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

Oversee and support the team in pre-client-meeting preparation and post-client-meeting processing

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

Monitor and follow up with all action items from client meetings

Calendar and confirm client meetings for Wealth Advisors

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

Co-manage and provide leadership within the team

Qualification

CFP®Wealth managementFinancial planningInvestment managementClient relationship managementMulti-taskingTeam collaborationIntegrityCommunication skills

Required

4 – 7 + years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work

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

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