Associate, Portfolio & Wealth Advisory

BBR Partners is searching for a Portfolio and Wealth Advisory 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.

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
• Maintain data integrity across multiple systems
• Collaborate with senior team members to resolve complex client requests or issues
• Attend and participate in client meetings, offering thoughtful suggestions and solutions

Valued Competencies:

• 1 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 credibility

What We Offer:

• Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment.
• Competitive base salary and incentive compensation opportunity.
• 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), Wellhub membership, 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 work environment, “Work from Anywhere” weeks, and business 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.