Private Wealth Advisor - Build a High-Net-Worth Practice

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

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