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Job description
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.
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Worksite address
southlake, TX, 76092, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.