Remote Wealth Advisor, Managing Director

BakerAvenue; United States; Remote; USD 180,000 - 280,000; Full time

Benefits offered by this job

Medical / Dental / Vision / Life / Dis

Disability Insurance

High-deductible plan with HSA

Employee assistance program

Wellness allowance - $75 monthly

Bereavement leave - 3 days

401k with 3% match

Parental bonding leave - up to 12 wks

Donation match - up to $500 annually

Birthday PTO

Job summary

BakerAvenue is seeking a Wealth Advisor, Managing Director to deliver comprehensive wealth management solutions and superior service to high-net-worth clients.

You will manage portfolios, develop client relationships, and grow AUM through referrals and strategic channels, including alliances with Fidelity and Schwab. This is a fully remote role based out of Florida, serving national clients.

Qualifications

• 10+ years in client facing advisory roles in wealth management.
• CFP certification required; other credentials a plus.
• 4-year college degree with emphasis in economics, business, finance, accounting or similar field.

Responsibilities

• Deliver tailored investment and comprehensive wealth management solutions to clients with strategic partners.
• Assess clients' financial picture and develop financial plans and portfolio strategy.
• Prepare customized proposals for clients and prospective clients.
• Assist in development of complex, customized portfolios.
• Collaborate with Investment Management Committee to deliver recommendations.
• Develop asset allocations to meet risk profiles and time horizons.
• Lead client meetings and manage senior-level relationships.
• Network with Fidelity and Schwab channels to develop qualified leads.
• Prospect to cultivate new business through various channels.
• Coordinate transitions and onboarding of new clients to BakerAvenue Wealth Advisory.
• Conduct branch marketing meetings and training for custodial partners' advisors.

Skills

Client facing

Business development

Wealth management

Financial planning

Portfolio management

Risk management

Communication

Team collaboration

Client meetings

Relationship building

Education

CFP certification

Bachelor's degree in economics/finance/business

Tools

Financial planning software

Job description

BakerAvenue is seeking a Wealth Advisor, Managing Director to deliver comprehensive wealth management solutions and superior service to high-net-worth clients.

You will manage portfolios, develop client relationships, and grow AUM through referrals and strategic channels, including alliances with Fidelity and Schwab. This is a fully remote role based out of Florida, serving national clients.