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Senior Wealth Manager — Client-Centric Growth Leader

Job in Cleveland, Cuyahoga County, Ohio, 44101, USA
Listing for: Lido Advisors, LLC
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio Manager
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A wealth management firm is seeking an experienced Senior Wealth Manager to join their team in Cleveland, Ohio. You will be responsible for delivering customized wealth strategies and managing relationships with high-net-worth clients. The ideal candidate will have over 7 years of experience in wealth management, a Bachelor's degree in Finance, and requires a Series 65 license.

This role offers a flexible work environment and focuses on collaboration and personal growth.
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Position Requirements
10+ Years work experience
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