Senior Wealth Manager
Lido Advisors, LLCSalt Lake City, Utah, United States
Posted October 1, 2025
Full Time
About the Company
Lido Advisors, LLC is an expanding wealth management firm that provides comprehensive financial planning, wealth management, and investment advisory services to high-net-worth clients. The firm specializes in advanced wealth planning, legacy and estate strategies, and offers in-house investment and margin management solutions.
Job Description
Lido Advisors is seeking a dedicated Senior Wealth Manager to focus on comprehensive wealth management solutions for family office clients and high-net-worth individuals, with a specialization in tax, estate, and trust planning. The role involves developing strong client relationships, delivering personalized financial plans, and serving as a primary point of contact for clients. The firm offers a flexible hybrid work environment and opportunities for growth within a collaborative team.
Requirements
- 5+ years of experience in wealth management, financial planning, or a related field
- CFP® designation is highly preferred
- Bachelor’s degree in finance, economics, or related field
- Strong understanding of financial planning concepts
- Deep knowledge of tax law and estate tax issues
- Excellent communication skills
Benefits
- Flexible hybrid work environment
- Opportunities for growth
- Collaborative culture
- Work-life balance
