<p>Description</p> <p>Baker Ellis Asset Management is searching for qualified candidates to join our team as a Client Advisor at our office in Vancouver, Wash. Candidate will initially serve in a Secondary Advisor role, partnering with the founding partners, with an opportunity to succeed to Primary Advisor and participate in a long-term succession. Successful candidates for this position will have a demonstrated track record of educational and professional achievement, as well as a talent for portfolio management and client communications.</p> <p>Job Responsibilities</p> <ul> <li>Partner with existing Senior Client Advisors to establish deep relationships with existing clients towards ultimately assuming primary Advisor responsibilities for a subset of clients </li><li>Deliver a full suite of wealth management services spanning investment analysis and portfolio allocation, financial planning, tax planning, charitable and estate planning, and ancillary services </li><li>Implement and manage investment decisions to ensure client goals and objectives are achieved </li><li>Coordinate with clients' outside advisors, including CPA and attorneys, to facilitate a client's holistic wealth plan </li><li>Prepare for and conduct client meetings to review and present periodic investment results, discuss strategy, and adjust update objectives as required </li></ul> <p>Experience</p> <ul> <li>Bachelor's Degree or higher </li><li>CFP or CFA designation preferred (or the willingness to obtain one of these certifications) </li><li>Minimum 5 years in a financial advisory services role with demonstrated ability to retain and manage client relationships </li></ul> <p>Competencies</p> <ul> <li>Ability to successfully cultivate long-term client relationships </li><li>Financial planning/wealth management acumen, judgement, and experience </li><li>Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook </li><li>Proficiency in financial planning software, including eMoney </li><li>Excellent communication, listening, and relationship-building skills </li><li>Proactive, self-motivated approach </li></ul> <p>Compensation</p> <ul> <li>Compensation commensurate with talent and experience </li><li>Exceptional work environment </li><li>Generous retirement benefits </li></ul> <p>Listing Type</p> <p>Jobs | On-Site</p> <p>Categories</p> <p>Business (General) | Finance | Professional Services</p> <p>Position Type</p> <p>Full Time</p> <p>Experience Level</p> <p>Mid Level | Senior Level</p> <p>Employer Type</p> <p>Direct Employer</p> <p>Salary Min</p> <p>80000</p> <p>Salary Max</p> <p>150000</p> <p>Salary Type</p> <p>/yr.</p>