Wealth Advisory Manager

Job overview

The Wealth Advisory Manager role is hybrid and based in BakerAvenue’s Dallas office. Compensation is not specified. BakerAvenue provides wealth management and investment expertise to individuals, families, trusts, foundations, and endowments. The role supports Wealth Advisors with client management, financial planning, portfolio strategy, meeting preparation, and follow-up. It helps advisors focus on business development and existing clients while contributing investment and planning guidance to client relationships.

What you'll do

• Work with advisors to assess clients’ financial situations and develop plans and portfolio strategies
• support preparation and follow-up for client meetings
• prepare customized proposals
• assist with complex portfolios
• collaborate on investment recommendations and asset allocations
• track meeting action items
• schedule and confirm client meetings
• co-manage and provide team leadership.

What we're looking for

Skills & competencies

wealth advisory

financial planning

portfolio management

investment recommendations

client management

asset allocation

hybrid

dallas office

bakeravenue

cfp preferred

Work arrangement

• Weekend coverage required

Benefits & perks

• Company-paid medical, dental, vision, life, and disability insurance for employees
• health savings account option
• employee assistance program
• wellness allowance
• 401(k) with 3% match
• commuter benefits
• parental bonding leave
• paid time off
• learning and development stipend
• and volunteer time.

Why this role

The posting describes a hybrid role based in the Dallas office and prefers a CFP credential or completed CFP education with the ability to obtain the credential within six months.

About the employer

BakerAvenue is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.