Senior Wealth Advisory Manager

BakerAvenue•San Francisco, CA

5d•Onsite

About The Position

We are seeking a Senior Wealth Advisory Manager. Our Senior Wealth Advisory Managers are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Senior Wealth Advisory Manager will be responsible for supporting the Wealth Advisors by providing assistance with a variety of tasks so the advisors are more efficient and focused on business development and professional responsibilities. This role will be responsible for managing some small relationships with day-to-day client management and will be providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. The Senior Wealth Advisory Managers are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. Outside business development is not a focus of this position. This position is based out of our San Francisco Office.

Requirements

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

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.