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Wealth Manager - Client-Focused
Remote / Online - Candidates ideally in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-01-12
Phoenix, Maricopa County, Arizona, 85003, USA
Listing for:
Lido Advisors, LLC
Full Time, Remote/Work from Home
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A financial advisory firm in Arizona is seeking a Wealth Manager to provide high-level wealth management services, work collaboratively with the Senior Wealth Manager, and ensure exceptional client service. This hybrid role involves maintaining client relationships, preparing for meetings, and managing investment strategies. Ideal candidates will have extensive experience in wealth management, strong analytical and communication skills, and proficiency in Microsoft Excel.
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