Wealth Advisory Manager - Client Strategy & Portfolio Support

Posted on: Jul 15, 2026

Baker Avenue
Southlake, Texas
Onsite
Full-time

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Job Title :

Wealth Advisory Manager - Client Strategy & Portfolio Support

Job Type :

Full-time

Job Location :

Southlake Texas United States

Remote :

Job Description :

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BakerAvenue 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. #J-18808-Ljbffr