BakerAvenue Wealth Management

• Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio. • Assess client’s overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy • Prepare customized proposals for clients and prospective clients • Assists in the development of complex and highly customized financial portfolios • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations • Develop asset allocations to meet clients’ risk profile and time horizon • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings • Co-manage and provide leadership within the team • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.) • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory • Conduct branch marketing meetings and training for the advisors of our custodial partners