Financial Advisor

2020 Staff Consultant - Risk, Internal Audit and Cybersecurity in Chicago, Illinois | Careers at Baker Tilly Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job. Returning Candidate?

Financial Advisor and Investment Manager Job Locations US-TX-Houston Job ID 11739 Category Consulting

Overview
Baker Tilly Virchow Krause, LLP (Baker Tilly) is a leading advisory, tax and assurance firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. Headquartered in Chicago, Baker Tilly, and its affiliated entities, have operations in North America, South America, Europe, Asia and Australia. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 34,700 professionals. The combined worldwide revenue of independent member firms is $3.6 billion. Visit or join the conversation on , and .

We are seeking a unique individual that understands meeting the financial planning needs of our clients while dually serving as a key person in our investment management functions. The ideal candidate will be on career path to becoming a Senior Advisor, Director and ultimately have the opportunity to develop the skills and expertise to reach Partner level.

It's an exciting time to join Baker Tilly!

Responsibilities

• Be a trusted member of the engagement team providing wealth management services:
  • Assist the Partner and Director to develop financial and investment planning strategies to meet the complex tax, financial and investment planning needs of our clients
  • Direct and lead the team's efforts in executing the planning and investment strategies
  • Monitor the client portfolios and investment strategies to insure they remain on target and compliant with the investment policies established for each client
  • Work directly with custodians or separate account managers to execute appropriate rebalancing, investment trading and tax loss harvesting strategies
  • Monitor, research and execute the separately managed accounts, alternative and direct investment models along with the model portfolios established for our company retirement plan clients
• Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
• 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
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

Qualifications

• Bachelor's Degree in Business required, Masters or advanced degree desirable
• Five (5) plus years of investment advisory experience, personal financial planning experience a plus
• CFA, CIMA or CPWA credential required
• CFP® or PFS credentials a plus
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
• Highly developed software and Microsoft Suite skills

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Baker Tilly Virchow Krause, LLP is an equal opportunity/affirmative action employer.
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