Private Wealth Advisor: Build a High‑Impact UHNW Practice

Lido Advisors; Atlanta (GA); On-site; USD 200,000 - 225,000; Full time

Benefits offered by this job

Performance-based incentive

Medical, dental, and vision coverage

401(k) plan with firm contribution

Paid holidays, vacation, and sick time

Job summary

Lido Advisors, an independent investment adviser, seeks a Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, building a durable practice around clients you are 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

Qualifications

• Bachelor’s degree in finance, business, or 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.
• CFP, CFA, CPA, or CIMA designation is a plus.
• Excellent written and verbal communication skills; ability to explain complex financial concepts clearly and work with internal teams.
• Proficiency with Salesforce and the Microsoft Office suite; experience with financial modeling and portfolio management tools is a plus.

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 to generate referrals. Lead prospect meetings and onboarding.
• Manage Client Relationships: Anticipate client needs, resolve inquiries, and conduct regular portfolio reviews to assess performance and keep strategies aligned with client objectives.
• 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.

Skills

Client relationship management

Financial analysis

Communication skills

Salesforce proficiency

Microsoft Office

Education

Bachelor’s degree in finance, business, or related field

Tools

Salesforce

Microsoft Office

Portfolio management tools

Financial modelling tools

Job description

Lido Advisors, an independent investment adviser, seeks a Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, building a durable practice around clients you are 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