Baker Tilly US
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Consultant Financial Advisor
role at
Baker Tilly US
1 day ago Be among the first 25 applicants
Join to apply for the
Consultant Financial Advisor
role at
Baker Tilly US
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.
Job Description Looking for a career defining opportunity? Want to help fulfill one’s financial hopes and dreams? We are currently seeking an Associate Advisor for our Wealth Advisors practice, a Registered Investment Advisor (RIA). Moss Adams Wealth Advisors provides collaborative wealth management strategies and financial planning services to build, manage, and preserve net worth.
Responsibilities
Collects, validates, and analyzes financial data
Inputs data into financial planning software and the develops of initial planning recommendations
Assists with ongoing portfolio monitoring and account maintenance
Interacts with other team members and departments to coordinate the delivery of service to clients
Provides ongoing support of client relationships, handles day-to-day client requests and issues
Provides efficient and accurate year-end tax information to CPAs
Qualifications
Bachelor’s degree in related field required
3 or more years of wealth management or investment advisory experience required
Experience in a public accounting or professional services firm environment preferred
Insurance knowledge preferred
CFP preferred
Experience with CRM, Portfolio Accounting, Rebalancing and/or Financial Planning software preferred
Excellent communication, organizational, and client relationship skills
Ability to work on multiple projects at once while consistently completing projects on time and with few revisions
Understands firm’s wealth management process
Ability to function as part of a regional team
Ability to think critically, take initiative and problem-solve
Ability to comfortably maintain poise and diplomacy amongst both client and company personnel
The compensation range for this role is $94,000 to $139,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
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Consultant Financial Advisor
role at
Baker Tilly US
1 day ago Be among the first 25 applicants
Join to apply for the
Consultant Financial Advisor
role at
Baker Tilly US
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.
Job Description Looking for a career defining opportunity? Want to help fulfill one’s financial hopes and dreams? We are currently seeking an Associate Advisor for our Wealth Advisors practice, a Registered Investment Advisor (RIA). Moss Adams Wealth Advisors provides collaborative wealth management strategies and financial planning services to build, manage, and preserve net worth.
Responsibilities
Collects, validates, and analyzes financial data
Inputs data into financial planning software and the develops of initial planning recommendations
Assists with ongoing portfolio monitoring and account maintenance
Interacts with other team members and departments to coordinate the delivery of service to clients
Provides ongoing support of client relationships, handles day-to-day client requests and issues
Provides efficient and accurate year-end tax information to CPAs
Qualifications
Bachelor’s degree in related field required
3 or more years of wealth management or investment advisory experience required
Experience in a public accounting or professional services firm environment preferred
Insurance knowledge preferred
CFP preferred
Experience with CRM, Portfolio Accounting, Rebalancing and/or Financial Planning software preferred
Excellent communication, organizational, and client relationship skills
Ability to work on multiple projects at once while consistently completing projects on time and with few revisions
Understands firm’s wealth management process
Ability to function as part of a regional team
Ability to think critically, take initiative and problem-solve
Ability to comfortably maintain poise and diplomacy amongst both client and company personnel
The compensation range for this role is $94,000 to $139,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
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