Senior Wealth Manager
Lido Advisors, LLCPortland, Oregon, United States
Posted November 7, 2025
150000 - 175000 USD year
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 a growing and established wealth management firm seeking an experienced Senior Wealth Manager to join our team. Reporting to the Regional Market Leader, this individual will be responsible for delivering personalized, comprehensive wealth strategies and building long-term client relationships.
Requirements
- Provide Comprehensive Wealth Strategies
- Manage Client Relationships
- Collaborate with Investment Teams
- Collaborate with Client-Service Teams
- Direct Investment Deployments
- Client Reviews & Reporting
- Drive Business Growth
- CRM & Engagement Tracking
- Presentations & Business Development
- Referral Network Development
- Product & Policy Knowledge
Benefits
- Innovative Wealth Management
- Flexible Work Environment
- Collaborative Culture
