Senior Wealth Manager: Grow Elite Client Portfolios

Lido Advisors, LLC is looking for Senior Wealth Manager: Grow Elite Client Portfolios in Boulder, CO.
This local job opportunity with ID 3912289276 is live since 2026-10-23 08:20:37.
Lido Advisors, LLC is seeking an experienced Senior Wealth Manager to deliver personalized wealth strategies and cultivate long-term client relationships. You will oversee comprehensive financial planning, tax and estate considerations, and asset allocation while leveraging a proactive, team-supported approach. The role emphasizes collaboration with investment and client-service teams, leading new client deployments, and ongoing portfolio reviews within a flexible, growth-oriented environment. J-18808-Ljbffr5c143e31-5e48-4549-b638-05792d185386 read more