Job details

Senior Associate, Portfolio & Wealth Advisory

BBR Partners is searching for a Portfolio and Wealth Advisory Senior Associate to play an important role on a boutique team tailored to client accounts. Advisory Associates are integral to BBR’s ability to provide unparalleled hospitality and advice. The desired candidate is passionate about alternative investments, financial markets, client literacy and exceptional service.• This role can sit in either our NYC headquarters or our San Francisco office!Responsibilities:• Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning• Generate and edit presentations for existing clients and marketing presentations for prospects• Prepare reporting for internal meetings relating to clients, prospects, and investment managers• Collaborate with senior team members to resolve complex client requests or issues• Attend and participate in client meetings, offering thoughtful suggestions and solutionsValued Competencies:• 3 or more years professional or relatable experience ideally in Asset or Wealth Management• Undergraduate degree and a strong academic track record• Proficiency in MS Office Suite, especially Excel• High degree of intellectual curiosity• Excellent communication and time allocation skills: adept at managing expectations• Exceptional interpersonal skills: ability to work both autonomously and harmoniously with a team• Comfortable being wrong: seeks to learn from mistakes and takes accountability• Exhibits enthusiasm for professional development and personal growth• Demonstrates unquestioned ethics and credibilityWhat We Offer:• Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment.• Competitive base salary and incentive compensation.• Company subsidized health, dental and vision insurance for employee, partner, and dependents.• 401K plan, Life insurance, and short & long-term disability coverage.• One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings.• Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.• Personalized development and career opportunities.• Flexible time off and paid parental leave, as well as opportunity for Sabbatical with company tenure.• Hybrid remote work environment, “Work from Anywhere” weeks, and casual dress.• New office space with a variety of perks and amenities including catered lunches and stocked pantry.Additional Information:Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $85,000 and $100,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages, commission eligibility, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

BBR Partners Glassdoor Company Review

3.8

BBR Partners DE&I Review

3.7

CEO of BBR Partners

Evan Roth and Brett Barth

Approve of CEO

Average salary estimate

$92500 / YEARLY (est.)

min

max

$85000K

$100000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Senior Associate, Portfolio & Wealth Advisory, BBR Partners

Join BBR Partners as a Senior Associate in Portfolio & Wealth Advisory and immerse yourself in a rewarding career where you can make a significant impact on client accounts. Our San Francisco office is looking for someone who agrees that exceptional service and alternative investments are at the heart of our operations. In this role, you will be engaging with inspiring colleagues while conducting in-depth analyses and executing strategic projects for diverse client portfolios. You'll prepare impactful presentations, collaborate with knowledgeable team members, and attend client meetings where your insights will be cherished. We value a high degree of curiosity, excellent communication skills, and a willingness to learn from mistakes. If you’re someone who thrives in a fast-paced environment and is looking to grow professionally while bringing unique perspectives to our team, this opportunity might be perfect for you!

Frequently Asked Questions (FAQs) for Senior Associate, Portfolio & Wealth Advisory Role at BBR Partners

What are the responsibilities of a Senior Associate in Portfolio & Wealth Advisory at BBR Partners?

As a Senior Associate in Portfolio & Wealth Advisory at BBR Partners, you will be responsible for conducting analyses and managing projects relating to client portfolios. Your duties will range from investment management to wealth transfer strategies and tax planning. You'll create presentations and reports for client meetings, collaborating with your team to resolve complex inquiries. Your role will also include engaging with clients directly, where your thoughtful suggestions can provide genuine value.