Private Wealth Advisor: Build a Scalable UHNW Practice

Lido Advisors, LLC; Boca Raton (FL); Hybrid; USD 200,000 - 225,000; Full time

Benefits offered by this job

Medical insurance

Dental coverage

Vision coverage

401(k) plan

Job summary

Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, building an enduring 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 and estate planning, investment management, and asset allocation, supported by an integrated team and platform.

Qualifications

• Bachelor’s degree in finance, business, or related field.
• 5–7+ years of wealth management experience.
• Proven ability to attract and retain high-net-worth clients.
• Series 65 required within 90 days of start; CFP/CFA/CPA/CIMA a plus.

Responsibilities

• Provide comprehensive wealth strategies across tax, estate planning, and investments.
• Deepen client relationships and generate referrals through centers of influence.
• Lead meetings from first contact through onboarding with clients.
• Collaborate with internal specialists to deliver coordinated solutions.

Skills

Wealth management

Client relationships

Communication skills

Salesforce

Education

Bachelor’s degree in finance

Tools

Salesforce

Microsoft Office

Job description

Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, building an enduring 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 and estate planning, investment management, and asset allocation, supported by an integrated team and platform.