Wealth Advisor, Managing Director

BakerAvenue • FL

116d

About The Position

We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors 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. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This is a fully remote based out of Florida.

Requirements

• 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.

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.
• Assist 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.
• Prospect 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.

Benefits

• Medical / Dental / Vision / Life / Disability Insurance
• 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
• 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
• Education Level: Bachelor's degree
• Number of Employees: 1-10 employees