Senior Wealth Advisor

Overview

Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. Headquartered in Chicago, Baker Tilly, and its affiliated entities, have operations in North America, South America, Europe, Asia and Australia. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 146 territories, with 36,000 professionals. The combined worldwide revenue of independent member firms is $3.9 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Twitter.

It’s an exciting time to join Baker Tilly!

Baker Tilly Annual Report 2018

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.

Responsibilities

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:

  • Bachelor's 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

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