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Senior Wealth Manager - Bespoke Strategy
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-01-12
Listing for:
Lido Advisors, LLC
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio Manager
Job Description & How to Apply Below
A growing wealth management firm in Portland seeks an experienced Senior Wealth Manager to deliver personalized strategies and manage client relationships. The ideal candidate will possess extensive financial planning and investment management expertise. Responsibilities include collaboration with investment teams and client servicing to drive business growth. Candidates must have a Bachelor's Degree and 7+ years in wealth management, along with strong communication skills.
Enjoy a flexible work environment and a culture emphasizing personal and professional growth.
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Position Requirements
10+ Years
work experience
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