Senior Wealth Advisor Strategy & Client Impact
Job in
Phoenix, Maricopa County, Arizona, 85003, 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, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A growing wealth management firm in Phoenix seeks an experienced Senior Wealth Manager. You will deliver personalized wealth strategies, manage client relationships, and work closely with investment teams to meet client goals. The ideal candidate possesses a Bachelor’s degree in Finance and 7+ years in wealth management. A client-first mentality and strong communication skills are essential. The firm offers a flexible work environment that promotes professional growth and collaboration.
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Position Requirements
10+ Years
work experience
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