Wealth Associate

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

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 an entry level Wealth Associate. The Wealth Associate plays a critical role in providing administrative and client engagement support for the Wealth Advisory team.

The Wealth Associate will also be responsible for data entry, meeting scheduling, meeting preparation, and proposal generation.

This position will be based out of our San Francisco office.

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.

Qualifications:

• Bachelor’s degree.
• Chartered Financial Analyst (CFA) or Certified Financial Planning (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.

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.