Private Wealth Advisor - Grow Your UHNW Practice

Lido Advisors; Los Angeles (CA); On-site; USD 200,000 - 225,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Life and disability insurance

401(k) plan with firm contribution

Paid holidays, vacation, and sick time

Job summary

Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations from our Los Angeles office.

You will own and grow a book of client relationships, delivering personalized wealth strategies built on planning, tax, estate planning, investment management, and asset allocation with in-house specialists supporting your practice.

Qualifications

• 5–7+ years of experience in wealth management or a high-growth, entrepreneurial environment.
• Series 65 required or obtained within 90 days of start date; CFP/CFA/CPA/CIMA designation is a plus.
• Excellent written and verbal communication skills; able to explain complex financial concepts clearly.

Responsibilities

• Provide comprehensive wealth strategies tailored to client goals, coordinating across tax, estate planning, and lending solutions.
• Drive business growth by deepening existing client relationships and building a referral network; lead meetings through onboarding.
• Manage client relationships with proactive portfolio reviews and tracking of engagement.
• Collaborate with internal experts and client-service teams to leverage Lido Advisors' full suite of services.

Skills

Wealth management

Relationship management

Excellent communication

Business development

Team collaboration

Education

Bachelor's degree in finance or business

Tools

Salesforce

Microsoft Office

Financial modeling tools

Job description

Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations from our Los Angeles office.

You will own and grow a book of client relationships, delivering personalized wealth strategies built on planning, tax, estate planning, investment management, and asset allocation with in-house specialists supporting your practice.