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Senior Wealth Manager: Strategic Client Growth
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-08-17
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Lido Advisors in Bellevue, WA seeks a senior-level wealth advisor to deliver personalized, comprehensive investment strategies aligned with client goals. You will collaborate with portfolio managers and service teams to ensure optimal outcomes and growth.
The role requires extensive experience in wealth management, strong communication, and proficiency with CRM and portfolio tools. A Series 65 and active IAR registration are preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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