Associate Financial Advisor
Bakertillycatalyst
About this role
The Associate Advisor at Moss Adams Wealth Advisors supports wealth management and financial planning services by managing client data, assisting with portfolio monitoring, and providing client support. The role involves coordination with team members to deliver personalized financial strategies and support.
Skills
Qualifications
About Bakertillycatalyst
bakertilly.comIndustry
Consulting
Baker Tilly is a leading advisory, tax, and assurance firm that provides clients a coast-to-coast U.S. footprint and a global presence in major financial centers including New York, London, San Francisco, Seattle, Los Angeles, Chicago and Boston. The firm delivers advisory, tax and assurance services to help organizations manage risk, improve performance, and pursue growth. Baker Tilly combines deep local market knowledge with global resources and technical expertise to advise public and private clients across industries.
Recent company news
Consulting.caBaker Tilly appoints Terri Holowath as chair
Mar 19, 2025
Western WheelUnity, Relationships, Culture: Baker Tilly Catalyst Serves Clients with These Values in Mind
Oct 29, 2021
Newswire CanadaTwo Alberta firms join the Baker Tilly Canada network
Sep 9, 2021
ABP DailyKey resolutions results for 2025
Jul 7, 2025
Canadian AccountantIntuit targets firm growth with launch of AI-native ‘Accountant Suite’ in Canada
3 weeks ago
About Bakertillycatalyst
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Bakertillycatalyst.
Salary
$94k – $139k
per year