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Wealth Advisory Manager: Client Strategy & Planning
Job in
Southlake, Tarrant County, Texas, 76092, USA
Listed on 2026-09-01
Listing for:
Baker Avenue
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Baker Avenue is seeking a Wealth Advisory Manager in the Dallas-area hybrid role. The position supports Wealth Advisors by handling client management tasks, portfolio guidance, and financial planning communications with clients and prospects.
The candidate will help develop allocation strategies, prepare proposals, and collaborate with the Investment Management Committee to deliver tailored investment recommendations. The role emphasizes integrity, teamwork, and client service excellence.
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