Description
BakerAvenue is hiring a full-time Wealth Advisory Manager for its Dallas office in a hybrid arrangement. The role supports Wealth Advisors with client management, portfolio and financial planning guidance, proposal preparation, meeting coordination, and complex portfolio development, while also collaborating with the Investment Management Committee and providing leadership to the team. Candidates should have 3–5+ years of client-facing advisory experience, strong finance and capital markets knowledge, financial planning and investment management proficiency, and experience with financial planning software and Microsoft Excel and PowerPoint. The position offers $100,000–$140,000 in compensation and medical, dental, vision, life, and disability insurance benefits.
