Remote Wealth Advisor Managing Director

Baker Avenue; Naples (FL); Remote; USD 130,000 - 190,000; Full time

Benefits offered by this job

Medical / Dental / Vision / Life / Dis

401k with 3% match

Parental bonding leave

Volunteer PTO

Learning and Development stipend

Birthday PTO

Monthly cell phone allowance

Job summary

BakerAvenue is a wealth management firm seeking a Wealth Advisor, Managing Director to join our remote team based in Florida. The role focuses on delivering comprehensive wealth management and portfolio guidance to high-net-worth clients, with emphasis on growing AUM through referrals and COIs.

The Wealth Advisor will develop tailored strategies, engage in risk-aligned asset allocations, and coordinate with Fidelity and Schwab networks to drive growth.

Qualifications

• 10+ years in client facing advisory roles in wealth management, tax, or estate planning.
• Proven business development track record in acquiring and growing clients.
• CFP® required; other credentials a plus.
• 4-year college degree in economics, business, finance, or accounting.
• Strong knowledge of finance and capital markets.
• Experience with alternative investments and tax loss harvesting strategies.
• Technical expertise in financial planning, retirement planning, and cash flow analysis.
• Desire to grow, take on responsibilities, and advance.
• Ability to multi-task and prioritize client requests.
• Uncompromised integrity and teamwork.

Responsibilities

• Deliver tailored wealth management solutions and portfolio design with strategic partners.
• Assess clients’ financial pictures and build solid financial plans and portfolio strategies.
• Prepare customized proposals for clients and prospects.
• Assist in developing complex, customized portfolios.
• Collaborate with committees to deliver investment recommendations.
• Develop asset allocations aligned with risk profile and time horizon.
• Lead client meetings with strong financial product knowledge.
• Co-manage and provide leadership within the team.
• Network with Fidelity and Schwab to generate qualified client referrals.
• Prospect through multiple channels (COI, referrals, partnerships).
• Onboard new clients and coordinate transitions to BakerAvenue Wealth Advisory.
• Lead branch marketing meetings and training for custodial partners.

Skills

Client facing

Business development

Team leadership

Financial planning

Communication skills

Education

4-year college degree in economics, business, finance, or accounting

CFP® required

Tools

Fidelity/Schwab networks

COI channels

Job description

BakerAvenue is a wealth management firm seeking a Wealth Advisor, Managing Director to join our remote team based in Florida. The role focuses on delivering comprehensive wealth management and portfolio guidance to high-net-worth clients, with emphasis on growing AUM through referrals and COIs.

The Wealth Advisor will develop tailored strategies, engage in risk-aligned asset allocations, and coordinate with Fidelity and Schwab networks to drive growth.