Hybrid Wealth Advisory Manager | Client Strategy Lead
Job in
Southlake, Tarrant County, Texas, 76092, USA
Listed on 2026-07-14
Listing for:
Retirement Resource Center, LLC.
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Baker Avenue Wealth Management is seeking a Wealth Advisory Manager to assist Wealth Advisors with client management, portfolio strategy, and financial planning guidance. The role focuses on preparing proposals, coordinating meetings, and delivering tailored investment recommendations.
Based in our Dallas office, this hybrid position requires 3–5+ years in client-facing wealth roles, CFP preferred and a strong grasp of finance, retirement planning, and asset allocation.
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