Entry Wealth Associate: Client Services & Proposals

Baker Avenue; San Francisco (CA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k match

Commuter benefits

Wellness stipend

Bereavement leave

Vacation PTO

Birthday PTO

Learning stipend

Volunteer PTO

Cell phone allowance

Job summary

BakerAvenue, a San Francisco-based wealth management firm, is seeking an entry-level Wealth Associate to support the Wealth Advisory team with administrative and client engagement tasks. The role includes data entry, meeting scheduling, preparation, and proposal generation from the San Francisco office.

Ideal candidates hold a Bachelor’s degree, with CFA/CFP preferred but not required, and a demonstrated interest in wealth management.

Qualifications

• Bachelor’s degree.
• CFA or CFP designation preferred, but not required.
• Past experience in financial planning or wealth management preferred.
• Demonstrated interest in the stock market, wealth management or financial planning.
• Confidence to work directly with senior leaders and high-net worth clients.
• Demonstrated ability to work collaboratively in a team environment.
• Proven success solving problems and working under pressure in a fast-paced environment.
• Excellent written and verbal communication skills, time management and the ability to multi-task and prioritize work.
• Excellent organization and interpersonal skills.
• Ability to take immediate ownership of their work.

Responsibilities

• Become an active member of the Wealth Advisory team by providing administrative and client engagement support.
• Collect, organize, and manage client information by assigning and following up on necessary paperwork.
• Responsible for generating, preparing, and updating client meeting materials and proposals or the client; in collaboration with the Advisor.
• Accountable for ensuring key client information, risk score, and documentation is up to date.
• Using professional judgement and corresponding with colleagues to ensure that we are consistently providing outstanding service to our client base.

Education

Bachelor’s degree

Job description

BakerAvenue, a San Francisco-based wealth management firm, is seeking an entry-level Wealth Associate to support the Wealth Advisory team with administrative and client engagement tasks. The role includes data entry, meeting scheduling, preparation, and proposal generation from the San Francisco office.

Ideal candidates hold a Bachelor’s degree, with CFA/CFP preferred but not required, and a demonstrated interest in wealth management.