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Wealth Advisory Manager - Client Strategy & Portfolio Support

  • Job type Posted on: Jul 15, 2026
  • Experience level Baker Avenue
  • Employment type Southlake, Texas
  • Employment type Onsite
  • Salary 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 :

No

Jobcon Logo Job Description :

View Full Description
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

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Jobcon Logo Position Details

Posted:

Jul 15, 2026

Reference Number:

14660_447A49756794D5B2B06DC038F266F106

Employment:

Full-time

Salary:

Not Available

City:

Southlake

Job Origin:

APPCAST_CPC

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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

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