Private Wealth Advisor — Grow a Generational Practice

Lido Advisors, LLC; Ann Arbor (MI); Presencial; USD 200.000 - 225.000; Jornada completa

Descripción de la vacante

Lido Advisors, LLC seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations. You will own and grow a book of client relationships, delivering personalized wealth strategies using planning, tax, and investment management with in-house specialists.

Join a collaborative platform with access to specialists and a culture that rewards growth, with base compensation in the $200,000–$225,000 range and performance incentives based on

Formación

• Bachelor’s degree in finance, business, or a related field.
• 5–7+ years of wealth management experience.
• Proven track record attracting and retaining high-net-worth clients.
• Series 65 required or obtained within 90 days.

Responsabilidades

• Provide comprehensive wealth strategies across tax, estate planning, and lending solutions.
• Grow the book of business by deepening client relationships and securing referrals.
• Manage client relationships with regular portfolio reviews and proactive communication.
• Collaborate with internal experts to deliver full range of services.

Conocimientos

Wealth management

Business development

Communication

Sales referrals

Educación

Bachelor’s degree in finance or related field

Herramientas

Salesforce

Microsoft Office

Descripción del empleo

Lido Advisors, LLC seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations. You will own and grow a book of client relationships, delivering personalized wealth strategies using planning, tax, and investment management with in-house specialists.

Join a collaborative platform with access to specialists and a culture that rewards growth, with base compensation in the $200,000–$225,000 range and performance incentives based on