Wealth Advisor, Managing Director

Job overview

The Wealth Advisor, Managing Director role is hybrid in San Francisco, CA; compensation is not specified. BakerAvenue provides comprehensive wealth management and investment expertise to high-net-worth clients and institutions. The role develops long-term client relationships and grows assets under management by delivering portfolio management and financial planning guidance, building referral channels, and coordinating tailored investment solutions with colleagues and strategic partners.

What you'll do

• Provide portfolio management and financial planning guidance
• assess client financial needs and develop plans and portfolio strategies
• prepare customized proposals
• collaborate on investment recommendations and asset allocations
• cultivate referral channels and prospective clients
• coordinate client onboarding
• lead client meetings and support the team.

What we're looking for

Skills & competencies

wealth advisor

managing director

hybrid

san francisco ca

bakeravenue

wealth management

portfolio management

financial planning

investment management

client relationships

business development

cfp

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, life and disability insurance
• health savings account option
• employee assistance program
• monthly wellness and cell phone allowances
• 401(k) with 3% match
• commuter benefits
• parental bonding leave
• donation match
• birthday PTO
• learning and development stipend
• volunteer PTO.

Why this role

Hybrid role supporting BakerAvenue’s San Francisco team; CFP required, with 10+ years of client-facing advisory experience sought.

About the employer

BakerAvenue is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.