Senior Wealth Manager & Growth Strategist

Lido Advisors; Bellevue (WA); Vor Ort; USD 150.000 - 175.000; Vollzeit

Zusammenfassung

Lido Advisors in Bellevue, WA seeks an experienced Vice President, Senior Wealth Manager to lead a personal book of high-net-worth clients. You will deliver comprehensive wealth strategies, oversee financial planning, tax and estate considerations, and collaborate with investment teams to optimize portfolios.

This role emphasizes client relationships, business development, and a collaborative culture. You will mentor junior staff, expand wallet share, and ensure service levels align with firm

Qualifikationen

• Bachelor’s Degree in Finance, Business, or a related field.
• 7+ Years of experience in wealth management or entrepreneurial environment.
• Series 65 or equivalent required.
• 5+ Years of Current IAR Registration preferred.
• Strong interpersonal skills and the ability to work with internal teams to achieve goals.
• Excellent written and verbal communication; ability to explain complex financial concepts clearly.
• Proficiency in Excel, Word, Outlook, Salesforce, and PowerPoint; experience with financial modeling is a plus.

Aufgaben

• Provide comprehensive wealth strategies tailored to each client’s goals.
• Manage client relationships and ensure portfolios align with objectives.
• Collaborate with portfolio managers and investment teams to meet client goals.
• Collaborate with client-service teams to onboard new clients and manage relationships.
• Direct investment deployments and manage portfolio rebalances.
• Prepare and conduct regular portfolio reviews and adjust strategies as needed.
• Drive business growth by expanding client wallet share.
• Maintain CRM records for prospects and clients and ensure timely follow-up.
• Present to prospects and assist in converting them into clients.

Kenntnisse

Client acquisition

Wealth management

Financial planning

Communication

Independent work

Ethical standards

Ausbildung

Bachelor’s Degree in Finance/Business

Tools

Excel

Word

Outlook

Salesforce

PowerPoint

Jobbeschreibung

Lido Advisors in Bellevue, WA seeks an experienced Vice President, Senior Wealth Manager to lead a personal book of high-net-worth clients. You will deliver comprehensive wealth strategies, oversee financial planning, tax and estate considerations, and collaborate with investment teams to optimize portfolios.

This role emphasizes client relationships, business development, and a collaborative culture. You will mentor junior staff, expand wallet share, and ensure service levels align with firm