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Wealth Management Financial Consultant Financial Advisor

Hybrid VP, Client Relationship Manager – Wealth Advisory

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Lido Advisors, LLC
Full Time position
Listed on 2026-03-03
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Dallas is seeking an experienced Vice President, Client Relationship Manager. This role involves providing high-quality wealth management services, working alongside the Senior Wealth Manager, and engaging with clients to address their needs effectively. The ideal candidate will have experience in the wealth management industry, strong communication skills, and be proficient in financial analysis. The position offers a flexible hybrid working environment, promoting both personal and professional growth.
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