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Wealth Manager: Hybrid, -Focused Client Advisory
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2025-12-02
Listing for:
Lido Advisors, LLC
Full Time
position Listed on 2025-12-02
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A wealth management firm in Dallas is looking for an experienced Wealth Manager to provide top-tier client services. You will collaborate closely with a Senior Wealth Manager to meet client needs, prepare financial analyses and reports, and execute trades. The ideal candidate will have at least 4 years of wealth management experience, a Bachelor's degree, and strong communication skills.
This role offers a flexible work schedule in a supportive environment.
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