Wealth Advisory Manager: Client Strategy & Planning

Baker Avenue; Southlake (TX); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k with match

Wellness stipend

Parental leave

Volunteer PTO

Commuter benefits

Cell phone allowance

Job summary

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.

Qualifications

• 3-5+ years in client-facing advisory roles in wealth management or related fields.
• CFP preferred or CFP education with 6 months to credentialing.
• 4-year college degree in economics, business, finance, accounting or related field.
• Strong knowledge of finance and capital markets; experience with planning tools.

Responsibilities

• Collaborate with Wealth Advisors to deliver comprehensive wealth management solutions.
• Support client management and portfolio construction, including risk planning.
• Prepare customized proposals for clients and prospects.
• Develop asset allocations to meet client risk profiles and horizons.
• Coordinate with Investment Management Committee on recommendations.
• Manage pre- and post-client meeting activities and follow-ups.
• Assist in coordinating meetings and communications with high-net-worth clients.
• Provide guidance on wealth management topics and mentoring for team members.

Skills

Client relationship management

Financial planning

Portfolio management

Cash flow planning

MoneyGuide Pro / eMoney

Orion / Salesforce

Excel

PowerPoint

Communication skills

Team collaboration

High-net-worth clients

CFP preferred

Education

CFP certification or education in progress

Bachelor's degree in Economics/Finance/Business/Accounting

Tools

MoneyGuide Pro

eMoney

Orion

Salesforce

Job description

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.