Company Profile

BakerAvenue Wealth Management

Company Overview

Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We’re headquartered in San Francisco with offices in New York, Dallas, Houston, Seattle, San Diego, and Naples.

Benefits

- High-deductible plan option with health savings account.
- Employee assistance program.
- Wellness allowance – $75 monthly.
- Bereavement leave – 3 days paid for immediate family member or pet.
- 401k with 3% match.
- Commuter benefits.
- Donation match – up to $500 annually.
- Birthday PTO.
- Learning and Development stipend – up to $1000 annually.
- Volunteer PTO – 1 day per quarter.
- Monthly cell phone allowance – $75 monthly.

Positions Available
  • 3 days ago

    Wealth Advisory Manager

    BakerAvenue Wealth Management - San Francisco, CA, United States

    Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make a positive impact on society alongside financial return. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe ...

    See full job description
  • 3 days ago

    Senior Wealth Advisory Manager

    BakerAvenue Wealth Management - San Francisco, CA, United States

    Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make a positive impact on society alongside financial return. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe ...

    See full job description