Director, Enterprise Sales
Dodge Construction Network
Senior Wealth Manager
Lido Advisors, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Phoenix • Arizona • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Deliver personalized, comprehensive wealth strategies
- Build and manage long-term client relationships
- Collaborate with portfolio managers and investment professionals
- Work with junior team members to onboard and manage clients
- Lead investment deployments and manage portfolio rebalances
- Prepare and conduct regular portfolio review meetings
- Track prospect and client engagement in CRM
- Partner with Senior Wealth Advisors in presentations and business development
- Build referral networks and maintain product and policy knowledge
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
- Experience with financial modeling and portfolio management tools is a plus
Benefits
- Flexible Work Environment
- Collaborative Culture
- Innovative Wealth Management
- Equal opportunity employer
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingportfolio management
Soft skills
interpersonal skillswritten communicationverbal communication
Certifications
Bachelor’s DegreeSeries 65IAR Registration
