Join Our Team

Driven by Purpose

As a purpose-driven team, our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients and the community we share. We are united in a singular mission to go above and beyond for our clients by delivering an impeccable client experience each and every day — and to do the same for one another.

About BakerAvenue

Our Commitment to You

When you grow, we grow, too.

We care about you as an individual
We celebrate your successes
We ensure that you feel your work is meaningful
We provide opportunities to learn and grow

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Our Values

First and foremost, we honor our role as a fiduciary and steward of client capital, always putting our client’s best interest first. We seek to foster innovation, challenge the status quo, and be solutions-oriented. We are intellectually curious and strive to continually improve, while leaning into feedback as a way to achieve more positive results and grow.

We encourage open, honest communication and demonstrate accountability for our actions. We adopt a can-do and flexible attitude in the face of change, ambiguity, or uncertainty. While we seek to communicate issues early, we see errors as learning opportunities and ensure mistakes are not repeated.

While we encourage employees to think and act like an owner, we promote collaborative efforts over individual contribution. We look for those who help to develop others and share best practices and learning broadly, while performing at the highest level to continuously challenge each other to grow to reach their full potential.

While we believe we are all more similar than we are different, it is those differences that drive our innovative approach. We foster teamwork to ensure everyone is fully integrated, and a diversity of opinions is encouraged. We demonstrate empathy with our clients and colleagues, while taking proactive steps to enhance our own development.

Your Journey at BakerAvenue

Day One

You begin getting to know your teammates and the business inside and out during your multi-week onboarding experience. You’ll also be paired with a buddy you can go to for questions, plus a formal mentor for 30-60-90 day check-ins to support the first steps of your journey at BakerAvenue.

Year Five & Beyond

After five years, your loyalty and tenure with the company are setting the example for others, and you’ve made a lasting impact. To celebrate this accomplishment, take a one-week sabbatical through our TESS-Era program, where you are rewarded with Time off to Explore, Self-reflect and Serve. As you reach new milestones at BakerAvenue, we’ll continue to honor your dedication with additional TESS-Era sabbaticals.

Start Your Journey at BakerAvenue

Making an Impact

Giving back is at the heart of BakerAvenue. We are proud of and honored to support several non-profit organizations. In alignment with our values, our mission is to help create a meaningful impact, alongside maximizing our clients’ portfolios.

Learn More About Our Impact

Belonging at BakerAvenue

Creating a culture where everyone feels valued and has the opportunity to thrive is a top priority. While we believe we are all more similar than we are different, it is through those differences that drive our innovative approach.

Building an environment in which each individual feels included, represented, and valued, not only elevates our internal community, but it also supports our business objectives of delivering intelligent wealth management strategies while fostering long-term value creation.

View Our Open Roles

Top Tier Team

“I’m always so impressed with my colleagues. Not only are they top talent in the industry, but they are also some of the most compassionate people I’ve had the pleasure to work with.”

— Employee Review, August 2023

Awards & Recognition

BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence within. Our award-winning culture has maintained our Great Place to Work certification for 5+ years. As a company committed to doing good, we are honored to be named a certified B Corporation.

Thrive at BakerAvenue

At BakerAvenue, we know that the best way to support our clients is by supporting our people first. We offer premier benefits that aim to support the whole you. From personal wellness, financial health, family matters, and beyond, we’ve got you covered.

Health and Wellness

Medical / Dental / Vision / Life / Disability Insurance
High-deductible plan option with health savings account
Employee assistance program
Flexible spending account
Wellness allowance up to $75 per month

Professional Growth

Learning and Development stipend up to $1,000 annually
Annual mentorship program

Family Matters

Parental bonding leave with up to 100% of salary for 12 weeks

Giving Back

Quarterly team volunteer event
1 personal Volunteer PTO day per quarter
Donation match to your charity of choice up to $500 annually

Long-Term Planning

401(k) with 3% salary contribution from BakerAvenue

Generous Time Off

Vacation PTO days in addition to bank holidays
Birthday PTO
TESS-Era (Time off to Explore, Self-reflect and Serve) sabbaticals at your BakerAvenue 5-, 10-, 20-year milestones

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