Financial Advisor
Baker Tilly Advisory Group, LP

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

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.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:


Looking for a career defining opportunity? Want to help fulfill one's financial hopes and dreams? Moss Adams Wealth Advisors is offering a unique opportunity to join our growing RIA as a Financial Advisor. Moss Adams Wealth Advisors provides collaborative wealth management strategies and financial planning services to build, manage, and preserve net worth.

The Financial Advisor filling this position will work as an integral team member with one or more advisors, associate advisors, and client service associates to empower our clients to secure better financial futures by strategically aligning tax, planning and investment needs and tactically managing their assets.

The Financial Advisor in this position will network internally and externally gaining referrals from professional networks as well as clients. Baker Tilly supports Financial Advisors by offering competitive base pay and a business development bonus. The person who fills this position will have an immediate opportunity to serve clients and contribute to the growth of the firm.

Responsibilities:

• Our Financial advisors primarily serve current clients and seek to source, onboard and service new clients within a team environment.
  
• Servicing includes, meeting regularly with clients to go over their financial plan, review their current and future circumstances, needs and objectives and to review their investment performance
  
• Our Financial Advisors have a direct impact on the growth of our firm through Business Development Goals and actively pursuing new business.
  
• Strategically drives the financial planning process for clients, with the support of the team, including review and evaluation of income, assets, tax exposure, estate plan, investment portfolio and insurance. Helping clients establish and prioritize their financial goals and time frames for achieving them.
  
• Financial Advisors will work to actively seek referrals from current clients and your professional and personal network
  
• Mentoring and supporting the development of associate advisors and client service associates on their team
  

Qualifications:

• Bachelor's degree in a related field required
  
• Minimum of 5 years of wealth management and investment advisory experience in a public accounting or professional services firm environment required; Insurance knowledge preferred
  
• CFP preferred or CFA maybe be considered
  
• Excellent communication, organizational, and client relationship skills
  
• Ability to work on multiple projects at once while consistently completing projects on time, within budget, and with few revisions
  
• Ability to function as part of a regional team
  
• Thinking critically on a strategic level, take initiative and problem-solve
  
• Building beneficial relationships in appropriate community, business, and professional organizations
  
• Ability to comfortably maintain poise and diplomacy amongst both client and company personnel.
  

The compensation range for this role is $115,000 to $182,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

---