Wealth Advisor, Managing Director

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🕒 vor 3 Monaten

🐊 Florida – Remote

🐊 Florida – Remote

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BakerAvenue Wealth Management

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11 - 50 Mitarbeiter

Gegründet 2004

💸 Finanzen

👥 B2C

Finance • B2C

<BakerAvenue Wealth Management> ist eine Vermögensverwaltungs- und Investmentberatungsgesellschaft, die umfassende Finanzplanung, Investmentmanagement, Steuer- und Nachlassplanung sowie Family Office-Dienstleistungen für Privatpersonen, Familien und Institutionen anbietet. Das Unternehmen legt besonderen Wert darauf, Kunden durch Lebensübergänge zu begleiten und bietet spezielle Dienstleistungen an, darunter Strategien für konzentrierte Aktien, Impact Investing, alternative und Immobilieninvestitionen und generationsübergreifende Planung. BakerAvenue positioniert sich als zielorientiert – zertifiziert als B Corporation und PRI-Unterzeichner – und integriert nachhaltige und impact-orientierte Investitionen in seine Kundenlösungen, während es Büros in mehreren US-amerikanischen Städten unterhält.

Beschreibung

• 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 BakerAvenue Wealth Advisory • Conduct branch marketing meetings and training for the advisors of our custodial partners

🎯 Anforderungen

• 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 passion for financial planning & growing. • Strong abilities to multi-task, manage various client requests and effectively prioritize • Unquestioned commitment to integrity in personal and professional activities • Demonstrated ability to work effectively in a team environment • Confidence to work directly with senior leaders and high-net worth clients

🏖️ Vorteile

• Medical / Dental / Vision / Life / Disability Insurance • 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 • Birthday PTO • Learning and Development stipend – up to $1000 annually • Volunteer PTO – 1 day per quarter • Monthly cell phone allowance – $75 monthly