Wealth Advisory Manager - Client Strategy & Portfolio
Job in
Southlake, Tarrant County, Texas, 76092, USA
Listed on 2026-07-16
Listing for:
Baker Avenue
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Baker Avenue in Dallas seeks a Wealth Advisory Manager to support Wealth Advisors by handling portfolio management and financial planning guidance, enabling advisors to focus on business development and serving clients.
This hybrid role requires collaboration with the team and delivery of investment recommendations, client proposals, and tailored financial plans. Strong communication and multi-tasking are essential.
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