Unknown Company

Senior Wealth Strategy Leader

bellevue, wa • Posted 2 weeks ago
Onsite Full Time Finance

Lido Advisors, LLC is seeking an experienced Vice President, Senior Wealth Manager to lead personalized wealth strategies and manage a growing book of high‑net‑worth clients in the greater Seattle area. Reporting to the Regional Market Leader, you will collaborate with investment and client‑service teams to deliver comprehensive financial planning, tax and estate strategies, and optimized asset allocation.

The role offers an entrepreneurial, collaborative culture with flexible work options and

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Senior Wealth Strategy Leader in bellevue at Unknown Company

This position is listed as full time and onsite.

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