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Senior Wealth Advisor & MD - Hybrid (Dallas)

Baker Avenue

BakerAvenue Wealth Management seeks a Wealth Advisor, Managing Director to join our Dallas team in a hybrid role. You will deliver tailored investment and comprehensive wealth management solutions, building long-term client relationships and growing AUM through referrals and COIs. You will coordinate with Fidelity/Schwab networks, develop channels, and guide the team in portfolio construction, financial planning, and risk management for high-net-worth clients. #J-18808-Ljbffr Baker Avenue

Vacancy posted 2 days ago
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