Hybrid Wealth Advisory Manager | Client Strategy Lead

BakerAvenue 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. #J-18808-Ljbffr