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Lido Advisors, LLC

Senior Wealth Strategy Leader

bellevue, WA

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About this opportunity

Lido Advisors, LLC lists this Senior Wealth Strategy Leader opportunity in bellevue, Washington. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Lido Advisors, LLC is seeking an experienced Vice President, Senior Wealth Manager to lead personalized wealth strategies and manage a growing book of high‑net‑worth clients in the greater Seattle area. Reporting to the Regional Market Leader, you will collaborate with investment and client‑service teams to deliver comprehensive financial planning, tax and estate strategies, and optimized asset allocation.

The role offers an entrepreneurial, collaborative culture with flexible work options and

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Worksite address

bellevue, WA, 98009, US

Who can apply

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