Wealth Advisor, Managing Director

Since 2004, Baker Avenue 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. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples.

At Baker Avenue, 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.

Baker Avenue 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 we have earned our Diversio certification for our efforts to elevate diversity & inclusion.

We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors 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 Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new Baker Avenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients.

These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role.

This position will be part of our San Francisco team and the ideal candidate will live in the bay area. This is a hybrid role that does not require being in the office on a daily basis.

• Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio.
• Assess client’s overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy
• 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
• Develop asset allocations to meet clients’ risk profile and time horizon
• Knowledge of key financial, investment and risk management concepts to be able to lead client meetings
• Co-manage and provide leadership within the team

• Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients

• Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.)

• Coordinate seamless transitions and onboarding of new clients to Baker Avenue Wealth Advisory
• Conduct branch marketing meetings and training for the advisors of our custodial partners

• 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work
• Demonstrated business development track record
• CFP® required. Other credentials a plus
• 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field
• Very strong knowledge of finance and capital markets required
• Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies
• Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis
• A…