Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.  

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Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

 

Senior Wealth Advisor

Are you interested in joining a growing private wealth businesses in one of the leading consulting and accounting firms in the country?

Would you like the ability to join a highly dynamic team in building the wealth advisory firm of the future?

If yes, consider joining Baker Tilly (BT) as a Senior Wealth Advisor! This is a great opportunity to be a valued leader in one of our most dynamic markets. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

You’ll enjoy this role if:

• You are looking for an opportunity to build your wealth management and leadership career in the rapidly evolving integrated wealth management industry

• You can see yourself as a trusted advisor, working face-to-face with clients to find creative solutions to complex personal and business financial challenges

• You want to work for a leading advisory firm that brings a wide and deep bench of serves to meet all of the investment, planning, tax, accounting and consulting needs of the clients you serve

• You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)

• You want to contribute to your engagement team’s professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow

What you will do:

• Be a trusted member of the team serving the wealth management needs of our business owners, executives, professionals and the families of wealth we serve.

  • Serve as the lead advisor and/or secondary advisor on client relationships, experience of the advisor dependent as well as the net worth and complexity of the client.

  • Develop the planning strategies using eMoney to meet the complex tax, financial and investment planning needs of our clients

  • Coordinate with team members to execute, monitor and progress on those planning strategies

  • Serve as the Investment Advisor and implement the ongoing management of the client investment strategies to insure they remain on target and compliant with the investment policies established with the clients

• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue

• Invest in your professional development individually and through participation in firm wide learning and development programs

• Enjoy friendships, social activities and team outings that encourage a work-life balance

• Lead and participate in person and virtual meetings with clients, prospects and Baker Tilly colleagues.

Successful candidates will have:

• Bachelor's degree in financial planning, finance, or a similar degree in business, master’s or advanced degree desirable

• Series 65 required

• CFP®, or CFA and insurance license preferred

• Eight (8) years’ experience providing financial and financial planning service experience preferred

• Five (5) years’ of experience serving, mentoring and counseling clients and associates preferred

• Demonstrated management, analytical, organization, interpersonal, project management, communication skills

• Ability to collaborate with other team members, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects

• Familiarity with Microsoft Suite, Schwab, Fidelity, eMoney, Orion, Morningstar, and/or Salesforce is preferred

• Eligibility to work in the U.S. without sponsorship preferred

The compensation range for this role is $116,480 to $252,370. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Salary : $116,480 - $252,370