Bailard, located in Foster City, California, is a privately owned investment firm offering innovative, intelligently designed investment products to its institutional and private clients. We proudly serve both institutional and private clients and have over $3.4 billion of assets under management. The company has a history of stability and innovation that brings strong, consistent results, offering proprietary investment strategies and products. Bailard attracts and retains talented individuals with intellectual curiosity, a passion for excellence, and a capacity for independent thought.
Bailard is seeking a Business Development Officer/Wealth Management Advisor to join its Wealth Management Group. This combination role will focus on expanding and deepening the firm’s partnership related to Schwab’s referral program as well as maintaining relationships with the firm’s existing high net worth client base.
Bailard is eager to find a candidate who has experience with both understanding and serving the high net worth marketplace as well as the ability to drive growth within the firm. The ideal candidate will thrive in a dynamic environment and be able to adapt quickly, and remain flexible. Prior experience with the Schwab Advisor Network a plus. The position reports to the Director of Wealth Management Group.
The ideal candidate will possess:
Key responsibilities for the Business Development effort will include:
Key responsibilities for Wealth Management Advisor role will include:
The ideal candidate will have the following qualifications:
Competitive compensation and benefits package, including: Medical, Dental, Life & AD&D Insurance, Dependent Life Insurance, Short Term Disability, Long Term Disability, Long Term Care, Medical Flex Spending Account, Dependent Care Flex Spending Account, Health Savings Account, 401(k), Roth 401(k), Travel Accident and Employee Assistance Program.
Background check required.