Senior Wealth Advisor — Flexible, Innovative Wealth Management

Lido Advisors, LLC; Scottsdale (AZ); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Flexible work environment

Professional development opportunities

Collaboration-focused culture

Job summary

A growing wealth management firm in Scottsdale is seeking an experienced Senior Wealth Manager to join its team. This role requires delivering personalized wealth strategies, building long-term client relationships, and collaborating with investment teams. Candidates should possess strong skills in financial planning, client acquisition, and investment management, alongside a Bachelor's degree and 7+ years of relevant experience. The firm offers a flexible work environment that fosters growth and ensures a client-first approach.

Qualifications

• 7+ years of experience in wealth management or a high-growth entrepreneurial environment.
• Series 65 or equivalent required.
• Strong interpersonal skills to work with internal teams.

Responsibilities

• Provide tailored investment and wealth strategies for clients.
• Manage and resolve client inquiries to align with financial objectives.
• Collaborate with investment teams to meet client goals.

Skills

Client Acquisition

Wealth Management

Investment Strategies

Financial Planning

Critical Thinking

Interpersonal Skills

Education

Bachelor’s Degree in Finance, Business, or related field

Tools

Salesforce

Excel

PowerPoint

Word

Outlook

Job description

A growing wealth management firm in Scottsdale is seeking an experienced Senior Wealth Manager to join its team. This role requires delivering personalized wealth strategies, building long-term client relationships, and collaborating with investment teams. Candidates should possess strong skills in financial planning, client acquisition, and investment management, alongside a Bachelor's degree and 7+ years of relevant experience. The firm offers a flexible work environment that fosters growth and ensures a client-first approach.