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Senior Wealth Manager Strategies
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2025-12-13
Listing for:
Lido Advisors
Part Time
position Listed on 2025-12-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A growing wealth management firm in Cleveland is seeking an experienced Senior Wealth Manager to deliver personalized wealth strategies and build long-term client relationships. The ideal candidate will have over 7 years of experience in the wealth management industry and demonstrate exceptional client service. This role involves collaborating with investment teams and managing a book of clients to ensure tailored financial solutions.
The firm offers a flexible work environment that encourages professional growth and collaboration.
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Position Requirements
10+ Years
work experience
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