Senior Wealth Manager & Growth Strategist
Lido Advisors
Lido Advisors in Bellevue, WA seeks an experienced Vice President, Senior Wealth Manager to lead a personal book of high-net-worth clients. You will deliver comprehensive wealth strategies, oversee financial planning, tax and estate considerations, and collaborate with investment teams to optimize portfolios. This role emphasizes client relationships, business development, and a collaborative culture. You will mentor junior staff, expand wallet share, and ensure service levels align with firm #J-18808-Ljbffr Lido Advisors
Vacancy posted 3 days ago
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