BakerAvenue Wealth Management · 10 hours ago
Wealth Advisory Manager
San Francisco, California, United States
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $140K/yr
3+ years expBakerAvenue Wealth Management is a firm that specializes in comprehensive wealth management for high-net-worth individuals and families. The Wealth Advisory Manager will support Wealth Advisors by assisting with client management, portfolio management, and financial planning guidance, ensuring efficient service delivery to clients and prospects.
CommunitiesFinancial ServicesWealth Management
Responsibilities
Work with Advisor to 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
Partner with Advisor to 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
Co-manage and provide leadership within the team
Qualification
Required
3-5 + years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work
Strong knowledge of finance and capital markets required
Technical proficiency in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis
Demonstrated experience working with MoneyGuide Pro or eMoney, Orion and Salesforce (similar systems)
Expert in Microsoft Excel and PowerPoint
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
Strong verbal and written communication skills
Demonstrated ability to work effectively in a team environment with the ability to take the initiative and work independently while proactively keeping stakeholders in the loop
Confidence to work directly with leaders and high-net worth clients
Preferred
CFP® preferred, or CFP education completed and able to obtain credentials within 6 months of joining the firm. Other credentials a plus
4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field
Benefits
Medical / Dental / Vision / Life / Disability Insurance - 100% company-paid for employees and 75% company paid for spouses and dependents.
High-deductible plan option with health savings account.
Employee assistance program.
Wellness allowance – $75 monthly.
Bereavement leave – 3 days paid for immediate family member or pet.
401k with 3% match.
Commuter benefits.
Parental bonding leave – up to 100% of salary for 12 weeks.
Donation match – up to $500 annually.
Vacation PTO.
Birthday PTO.
Learning and Development stipend – up to $1000 annually.
Volunteer PTO – 1 day per quarter.
Monthly cell phone allowance – $75 monthly.
Company
BakerAvenue Wealth Management
Since 2004, BakerAvenue has guided clients through personal and professional transitions.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jerry Luff, CFP
Partner, COO
Doug Couden
Chief Investment Officer
Company data provided by crunchbase