Wealth Management Director

Responsibilities Are you passionate about advising your clients above and beyond the money management role? Would it be exciting to join a professional services firm which you can network with key leaders in audit, tax and consulting to continue to build your business? If yes, consider joining Baker Tilly (BT) as a Wealth Management Director. This is a great opportunity to be a valued leader in one of our most dynamic markets, California. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on your clients and the firm’s success. Additionally, you will be a mentor and coach to a group of talented advisors, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting opportunities this could be the right role 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 services 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 You want to contribute to your 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 Baker Tilly’s wealth management team: Serve as the lead advisor on significant client relationships Develop the planning strategies to meet the complex tax, financial and investment planning needs of your clients Utilize tools, technology and research available Oversee the ongoing management of the client investment strategies to insure they remain on target and compliant with the investment policies established 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 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 FINRA Series 7 or 65 required Ten (10)+ years’ experience providing investment and financial planning services experience preferred Demonstrated management, analytical, organization, interpersonal, project management, communication skills Provide exceptional client service with demonstrated commitment to continuous learning, ability to see the