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Senior Wealth Manager Estate & Tax Strategy
Job in
Detroit, Wayne County, Michigan, 48228, USA
Listed on 2026-02-05
Listing for:
Lido Advisors
Full Time
position Listed on 2026-02-05
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A leading wealth management firm is seeking an experienced Senior Wealth Manager to deliver personalized wealth strategies and build long-term client relationships. This role involves managing client portfolios, collaborating with investment professionals, and ensuring alignment with financial objectives. The ideal candidate should possess a Bachelor's degree, at least 7 years of experience in wealth management, and a client-first mentality. Join a dynamic team that values professional development and provides a flexible work environment.
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Position Requirements
10+ Years
work experience
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