Private Wealth Advisor

Lido Advisors; Phoenix (AZ); On-site; USD 200,000 - 225,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life and disability insurance

401(k) plan with firm contribution

Paid holidays, vacation, and sick time

Job summary

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

You will own and grow a book of client relationships, delivering personalized wealth strategies across planning, tax, estate planning, investment management, and asset allocation, supported by a team, an investment platform, and in-house planning, tax, trust, and legal

Qualifications

• 5–7+ years in wealth management or entrepreneurial environment.
• Series 65 required or obtained within 90 days of start date.
• CFP/CFA/CPA/CIMA designation a plus.
• Demonstrated success attracting, serving, and retaining high-net-worth clients.
• Excellent written and verbal communication; effective with internal teams.

Responsibilities

• Provide comprehensive wealth strategies tailored to each client’s goals.
• Drive business growth by deepening client relationships and referrals.
• Manage client relationships with regular portfolio reviews.
• Collaborate with internal experts and client-service teams.

Skills

Wealth management

Client relationships

Leadership/Team collaboration

Communication skills

Sales/Business development

Education

Bachelor’s degree in finance or related field

Tools

Salesforce

Microsoft Office

Financial modeling

Job description

Description

The best advisors are more than portfolio managers — they are the confidantes families turn to across generations. Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, and to build an enduring practice around the clients you are most passionate about serving.

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

About Lido Advisors

Founded in 1999 out of a consortium of family offices, Lido Advisors is an independent, SEC-registered investment adviser headquartered in Los Angeles with more than 40 offices nationwide and $46.4 billion in regulatory assets under management.

We were built inside a family office — not a brokerage or a bank — and that origin still shapes how we work. Our integrated platform, Lido One, puts investment, tax, estate, and planning specialists on the same client, so advice is coordinated instead of siloed. We combine proprietary strategies in-house with our innovative approach to risk management and select third-party managers. Our alternative investments are unique and are often inaccessible on other platforms.

Lido has been recognized on Barron’s Top 100 RIA Firms and Forbes America’s Top RIA Firms.

Key Responsibilities

• 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.

Requirements

• Bachelor’s degree in finance, business, or a related field.
• 5–7+ years of experience in wealth management or a high-growth, entrepreneurial environment.
• Demonstrated success attracting, serving, and retaining high-net-worth clients.
• 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.

Why Join Lido Advisors? A Platform That Wins Business:

Institutional relationships that open private equity, private credit, and co-investment access most advisors cannot offer.

Collaborative Culture:

Join a supportive and growth-focused team that values professional development and community engagement.

Room to Build:

A growing firm where your practice can scale into a team of your own, with opportunities to take on broader leadership as the business expands.

Compensation & Benefits

The base salary range for this position is $200,000 – $225,000. Actual compensation will vary based on experience and qualifications. This position is also eligible for performance-based incentive compensation tied to new client acquisition and book growth.

Benefits include medical, dental, and vision coverage; life and disability insurance; a 401(k) plan with a firm contribution; and paid holidays, vacation, and sick time.

Lido Advisors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.