Wealth Advisory Manager

Job Description

Job Description

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 Wealth Advisory Manager. Our 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 Wealth Advisory Manager is responsible for supporting Wealth Advisors by providing assistance with a variety of tasks so the advisors are more efficient and focused on business development and covering existing clients. This role will be responsible for supporting the advisor in 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. This role may also act as a resource to other team members and provide guidance on wealth management topics.

 

This position is based out of our Dallas Office. This is a hybrid role. 

 

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.

 

Qualifications:

 

• 3-5 + years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work.
• 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.
• 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.

 

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.

BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.