BakerAvenue Wealth Management

Manager

• Work with Advisor to assess client’s overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy.
• Oversee and support the team in pre-client-meeting preparation and post-client-meeting processing.
• 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.
• Partner with Advisor to develop asset allocations to meet clients’ risk profile and time horizon.
• Monitor and follow up with all action items from client meetings.
• Calendar and confirm client meetings for Wealth Advisors.
• Knowledge of key financial, investment and risk management concepts.
• Co-manage and provide leadership within the team.

Wealth Advisory Manager