Senior Wealth Manager
Lido Advisors, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Bellevue • Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $150,000 - $175,000 per year
Job Level
Senior
About the role
- Provide Comprehensive Wealth Strategies tailored to each client’s objectives.
- Manage Client Relationships by anticipating client needs and ensuring portfolio alignment.
- Collaborate with Investment and Client-Service Teams to leverage Lido Advisors’ services.
- Direct Investment Deployments for new client allocations and manage portfolio rebalances.
- Conduct regular portfolio review meetings to assess performance and adjust strategies as needed.
- Drive Business Growth by identifying additional wealth management needs.
- Maintain CRM engagement tracking and present to prospects alongside Senior Wealth Advisors.
Requirements
- Bachelor’s Degree in Finance, Business, or a related field.
- 7+ Years of experience in wealth management or a high-growth, entrepreneurial environment.
- Series 65 or equivalent required.
- 5+ Years of Current IAR Registration preferred.
- Strong interpersonal skills.
- Excellent written and verbal communication skills.
- Proficiency in Excel, Word, Outlook, Salesforce, and PowerPoint; financial modeling experience is a plus.
Benefits
- Flexible Work Environment
- Professional Development Opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingportfolio managementwealth managementinvestment strategyclient relationship management
Soft skills
interpersonal skillscommunication skillscollaborationanticipation of client needsbusiness growth
Certifications
Bachelor’s DegreeSeries 65IAR Registration