Private Wealth Advisor: Grow a Coordinated Practice

Lido Advisors, LLC; Cleveland (OH); On-site; USD 200,000 - 225,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan with firm contribution

Paid holidays, vacation, and sick time

Life and disability insurance

Job summary

Lido Advisors, LLC is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations. You will build an enduring practice by delivering personalized wealth strategies, working with tax, estate planning, and investment teams, and serving as a trusted confidante across generations.

You will own and grow a book of client relationships, coordinating across planning, tax, trust, and lending solutions, with an in-house platform designed

Qualifications

• Bachelor’s degree in finance, business, or related field.
• 5–7+ years of experience in wealth management or entrepreneurial environment.
• Demonstrated success attracting, serving, and retaining high-net-worth clients.
• Series 65 required or obtained within 90 days; CFP/CFA/CPA/CIMA a plus.
• Excellent written and verbal communication; ability to explain complex concepts clearly.

Responsibilities

• Provide comprehensive wealth strategies across tax, estate planning, and investments.
• Drive business growth by deepening client relationships and obtaining referrals.
• Manage client relationships, anticipate needs, and conduct regular portfolio reviews.
• Collaborate with internal subject-matter experts and client-service teams to leverage services.

Skills

Wealth management experience

Client relationship development

Communication skills

Business development

Education

Bachelor’s degree in finance or related field

Tools

Salesforce

Microsoft Office

Job description

Lido Advisors, LLC is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations. You will build an enduring practice by delivering personalized wealth strategies, working with tax, estate planning, and investment teams, and serving as a trusted confidante across generations.

You will own and grow a book of client relationships, coordinating across planning, tax, trust, and lending solutions, with an in-house platform designed