What are the responsibilities and job description for the Investment Manager position at Baker Ellis Asset Management, LLC?
Investment Professional
Baker Ellis Asset Management is a leading boutique investment advisory firm in Vancouver, Wash. The firm serves high-net-worth clients in the Northwest and globally. Established in 2002 by the two owner-partners, the firm manages individual portfolios based on independent in-house research, and also provides financial planning services. Assets under management total approximately $900 million as of Dec. 1, 2024. Our team of five people works closely together on all aspects of wealth management in a collaborative, healthy and supportive work environment that provides exceptional opportunity for growth and advancement. We are seeking an Investment Professional who will :
- Implement the firm’s investment strategy as appropriate for individual clients;
- Communicate professionally with clients to enhance successful long-term relationships;
- Help drive general growth, development and success of the firm.
Requirements :
Benefits :
Baker Ellis Asset Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to 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.