Senior Wealth Advisor

Are you interested in joining one of the fastest growing private wealth businesses in one of the fastest growth 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 on client relationships
Develop the planning strategies to meet the complex tax, financial and investment planning needs of our clients
Oversee and direct team efforts to execute, monitor and progress on those planning strategies
Oversee the ongoing management of the client investment strategies to insure they remain on target and compliant with the investment policies established with the clients
Assist in the monitoring and oversight of the separate account, alternative and direct investment strategies we develop as a team
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
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance

Qualifications

Successful candidates will have:

Bachelors degree in financial planning, finance, or a similar degree in business, masters or advanced degree desirable
CFP, or PFS required
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 lead and supervise others, 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, TD Ameritrade, eMoney, Orion, Morningstar, and/or Salesforce is preferred
Eligibility to work in the U.S. without sponsorship preferred