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Senior Wealth Manager Estate & Tax Strategy
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2026-02-16
Listing for:
Lido Advisors
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A wealth management firm in Minneapolis is seeking an experienced Senior Wealth Manager to deliver personalized wealth strategies and build long-term client relationships. The role requires at least 7 years of experience in wealth management, expertise in financial planning, tax and estate planning, and strong interpersonal skills. Applicants should have a Bachelor’s degree and relevant certifications. The position offers a flexible work environment, opportunities for growth, and a commitment to exceptional client service.
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Position Requirements
10+ Years
work experience
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