Senior Wealth Advisory Manager

BakerAvenue • San Francisco, CA

6d • Hybrid

About The Position

Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make a positive impact on society alongside financial return. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients. Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and as a company committed to sustainability, we are honored to be a certified B Corporation. The Role: 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. This is a hybrid role.

Requirements

• 4 – 7 + years in client facing advisory roles.
• Concentrations in wealth management, financial, estate planning, and/or tax related work.
• CFP® required.
• 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.
• 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.
• Confidence to work directly with senior leaders and high-net worth clients.

Nice To Haves

• Other credentials a plus.

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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior