Wealth Advisory Manager: Client Strategy & Planning
Baker Avenue
BakerAvenue 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. #J-18808-Ljbffr Baker Avenue
Vacancy posted 4 days ago
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