Senior Wealth Manager: Grow Elite Client Portfolios
lido advisorsBoulder, CO
Senior Wealth Manager: Grow Elite Client Portfolios
L5
lido advisorsBoulder, COyesterday
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesLido Advisors, LLC is seeking an experienced Senior Wealth Manager to deliver personalized wealth strategies and cultivate long-term client relationships. You will oversee comprehensive financial planning, tax and estate considerations, and asset allocation while leveraging a proactive, team-supported approach.
The role emphasizes collaboration with investment and client-service teams, leading new client deployments, and ongoing portfolio reviews within a flexible, growth-oriented environment.
Apply now
Level
SeniorL5
Location
Boulder, CO
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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