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Senior Wealth Manager | Personalized Strategy
Job in
Boulder, Boulder County, Colorado, 80301, USA
Listed on 2026-01-12
Listing for:
Lido Advisors, LLC
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A wealth management firm is seeking an experienced Senior Wealth Manager to provide personalized investment strategies and build strong client relationships. This role requires excellence in financial planning and strong interpersonal skills to thrive in a flexible work environment. The ideal candidate will have over 7 years of experience and will be responsible for managing wealth strategies with a client-centric focus.
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Position Requirements
10+ Years
work experience
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