Lido Advisors in Bellevue, WA seeks a senior-level wealth advisor to deliver personalized, comprehensive investment strategies aligned with client goals. You will collaborate with portfolio managers and service teams to ensure optimal outcomes and growth.
The role requires extensive experience in wealth management, strong communication, and proficiency with CRM and portfolio tools. A Series 65 and active IAR registration are preferred.
#J-18808-LjbffrSenior Wealth Manager: Strategic Client Growth in bellevue at Unknown Company
This position is listed as full time and onsite.