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Business Development Officer/Wealth Advisor

About Bailard

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.

The Opportunity

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.

Personal Attributes

The ideal candidate will possess:

  • A high degree of integrity and professionalism
  • The ability to manage multiple priorities and meet deadlines
  • Excellent analytical, organizational and written and verbal communication skills
  • The ability to work independently but must enjoy collaborating with a small team
  • Strong presentation skills
  • Strategic thinking and a natural talent for networking, relationship management, client service and investment knowledge

Responsibilities

Key responsibilities for the Business Development effort will include:

  • Continuing to expand and service the Schwab Advisor Network platform relationship
  • Deepening relationships with Schwab Financial Consultants (FC) including promptly responding to all FC inquiries and leads
  • Scheduling branch visits, lunches and special events
  • Maintaining and reporting on sales pipeline and evaluating quality of pending pipeline

Key responsibilities for Wealth Management Advisor role will include:

  • Ongoing relationship management for high net worth client base
  • Ongoing portfolio management of accounts
  • Consulting with clients on various wealth planning issues
  • Coordinating with clients’ outside advisors

Qualifications

The ideal candidate will have the following qualifications:

  • Bachelor’s degree required, CFP® or CFA a plus
  • 10+ years of work experience in financial services industry
  • Series 7 and 66
  • Excellent client and co-worker references—must be a team player

Compensation

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.

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