Wealth Associate

BakerAvenue Wealth Management

Wealth Associate supporting high-net-worth clients at BakerAvenue, a comprehensive wealth management and investment firm. Preparing client materials, managing documentation, and assisting Wealth Advisory operations.

Posted 8/13/2026full-timeSan Francisco • California • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational and communication skills while providing administrative support in wealth management. Capable of managing client information and collaborating effectively with advisors to enhance client engagement.

Highest-signal resume keywords

Bachelor's DegreeCFA DesignationCFP DesignationFinancial Planning ExperienceWealth Management Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client Information ManagementClient Proposal PreparationMeeting Material GenerationRisk Score Management

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationTime ManagementInterpersonal SkillsProblem Solving

Certifications & Qualifications

CFACFP

Industry Keywords

Wealth ManagementFinancial PlanningStock Market

About the role

Key responsibilities & impact

Provide administrative and client engagement support for the Wealth Advisory team
Collect, organize, and manage client information by assigning and following up on necessary paperwork
Generate, prepare, and update client meeting materials and client proposals in collaboration with the Advisor
Ensure key client information, risk score, and documentation are up to date
Correspond with colleagues and use professional judgment to provide outstanding client service

Requirements

What you’ll need

Bachelor’s degree
CFA or CFP designation preferred, but not required
Past experience in financial planning or wealth management preferred
Demonstrated interest in the stock market, wealth management, or financial planning
Confidence working directly with senior leaders and high-net-worth clients
Ability to work collaboratively in a team environment
Proven success solving problems and working under pressure in a fast-paced environment
Excellent written and verbal communication skills
Time management and ability to multitask and prioritize work
Excellent organization and interpersonal skills
Ability to take immediate ownership of work

Benefits

Comp & perks

Medical / Dental / Vision / Life / Disability Insurance - 100% company-paid for employees and 75% company paid for spouses and dependents
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
Vacation PTO
Birthday PTO
Learning and Development stipend – up to $1000 annually
Volunteer PTO – 1 day per quarter
Monthly cell phone allowance – $75 monthly