Senior Wealth Manager: Grow Elite Client Portfolios

Lido Advisors, LLC; Boulder (CO); Hybrid; USD 150,000 - 200,000; Full time

Job summary

Lido Advisors, LLC is seeking an experienced Senior Wealth Manager to deliver personalized wealth strategies and cultivate long-term client relationships. You will oversee comprehensive financial planning, tax and estate considerations, and asset allocation while leveraging a proactive, team-supported approach.

The role emphasizes collaboration with investment and client-service teams, leading new client deployments, and ongoing portfolio reviews within a flexible, growth-oriented environment.

Qualifications

• Bachelor's degree in finance, business, or related field.
• 5+ years in wealth management or entrepreneurial environment.
• Series 65 or equivalent required.
• 2+ years of current IAR registration preferred.
• Excellent written and verbal communication; strong interpersonal skills.
• Proficiency with Excel, Word, Outlook, Salesforce, and PowerPoint.

Responsibilities

• Provide comprehensive wealth strategies tailored to client goals.
• Manage client relationships, onboarding, and inquiries.
• Collaborate with portfolio managers and investment professionals.
• Lead investment deployments and portfolio rebalances.
• Prepare portfolio reviews and adjust strategies as needed.
• Drive business growth by expanding wallet share.
• Utilize CRM for tracking prospect and client engagement.
• Support senior advisors in presentations and business development.
• Develop referral networks and stay informed on products and policies.

Skills

Client acquisition

Interpersonal skills

Financial planning

Critical thinking

Independent working

Education

Bachelor's Degree in Finance or related field

Series 65 or equivalent

IAR registration (2+ years preferred)

Tools

Excel

Word

Outlook

Salesforce

PowerPoint

Financial modeling tools

Job description

Lido Advisors, LLC is seeking an experienced Senior Wealth Manager to deliver personalized wealth strategies and cultivate long-term client relationships. You will oversee comprehensive financial planning, tax and estate considerations, and asset allocation while leveraging a proactive, team-supported approach.

The role emphasizes collaboration with investment and client-service teams, leading new client deployments, and ongoing portfolio reviews within a flexible, growth-oriented environment.