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Senior Wealth Advisor & MD; Hybrid — HNW
Job in
Southlake, Tarrant County, Texas, 76092, USA
Listed on 2026-07-21
Listing for:
Baker Avenue
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Baker Avenue Wealth Management seeks a Wealth Advisor, Managing Director to join our Dallas team in a hybrid role. You will deliver tailored investment and wealth management solutions, build long‑term client relationships, and drive AUM growth through referrals and external channels.
The role requires a CFP certification, 10+ years in client‑facing advisory work, and a strong background in finance and capital markets.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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