Join Our Team

And experience the BakerAvenue culture.


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 each and every day — and to do the same for one another.

Your Journey at BakerAvenue


Day One

You begin getting to know your teammates and the business inside and out during your 2-week onboarding experience. Be sure you’ve got your two truths and a lie ready! 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 One

After a full year at BakerAvenue, you’ve proven to your colleagues and managers that you are a fit for our team. You’ve demonstrated key Culture Carrier attributes, honored our core values, and exemplified your commitment to our premier client service standards. You've forged deep relationships with colleagues, making it possible for you and your team to thrive.

Year Five & Beyond

After five years, your loyalty and tenure with the company are setting the example for others. You’ve made a lasting impact on the organization. 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.

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

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.


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.


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"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 and 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, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. As a company committed to sustainability, we are honored to be named a certified B Corporation and a signatory of Principles of Responsible Investment (PRI), while operating from a LEED-certified San Francisco HQ.


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 match

Generous Time Off

  • Vacation PTO days in addition to bank holidays
  • Birthday PTO

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.


Mega Roth Retirement

Ready to Make Your Impact at BakerAvenue?

We're glad you're here. Whatever your role, BakerAvenue offers opportunity to learn and grow as a team member and a person. Join our dedicated team and help us deliver intelligent solutions while creating an impact.