Elite Private Wealth Advisor - Build a UHNW Practice

Lido Advisors, LLC; Cincinnati (OH); Presencial; USD 200 000 - 225 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical, dental, and vision insurance

401(k) plan with firm contribution

Paid holidays, vacation, and sick time

Resumo da oferta

Lido Advisors, LLC seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, building a lasting practice around clients you are passionate about serving.

You will own and grow a book of client relationships, delivering tailored wealth strategies built on financial planning, tax and estate planning, investment management, and asset allocation — with an integrated team and in-house specialists to support the practice you build.

Qualificações

• Bachelor’s degree in finance, business, or a related field.
• 5–7+ years of experience in wealth management or a high-growth, entrepreneurial environment.
• Series 65 required or obtained within 90 days of the start date. A CFP, CFA, CPA, or CIMA designation is a plus.
• Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly and work effectively with internal teams.
• Proficiency with Salesforce and the Microsoft Office suite; experience with financial modeling and portfolio management tools is a plus.

Responsabilidades

• Provide Comprehensive Wealth Strategies: Deliver comprehensive investment and wealth strategies tailored to each client’s goals, coordinating across tax and estate planning, trust administration, alternative investments, and lending solutions, in line with firm allocation policies.
• Drive Business Growth: Deepen existing client relationships by identifying additional wealth management needs and cultivate a network of centers of influence — estate attorneys, CPAs, investment bankers, and other intermediaries — to generate qualified referrals. Lead prospect meetings and own the conversion process from first meeting through onboarding.
• Manage Client Relationships: Anticipate client needs, resolve inquiries, and conduct regular portfolio reviews to assess performance and keep strategies aligned with client objectives, tracking all prospect and client engagement.
• Collaborate Across Teams: Work closely with internal subject-matter experts, investment professionals, and client-service teams to leverage the full suite of Lido Advisors’ services.

Descrição da oferta de emprego

Lido Advisors, LLC seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, building a lasting practice around clients you are passionate about serving.

You will own and grow a book of client relationships, delivering tailored wealth strategies built on financial planning, tax and estate planning, investment management, and asset allocation — with an integrated team and in-house specialists to support the practice you build.