Senior Private Wealth Advisor — Build a Legacy Practice

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

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan with company contribution

Paid holidays, vacation, and sick time

Job summary

Lido Advisors in Boca Raton seeks an experienced Private Wealth Advisor to serve high-net-worth families, family offices, and foundations. You will own a client book, delivering tailored wealth strategies across planning, tax, and investments with a team and in-house specialists.

You will grow the practice by deepening relationships, coordinating across experts, and leading onboarding of new clients. A CFP/CFA/CPA/CIMA designation is a plus and Series 65 is required.

Qualifications

• Bachelor's degree in finance, business, or a related field.
• 5–7+ years of experience in wealth management or entrepreneurial environment.
• Series 65 required or obtained within 90 days; CFP/CFA/CPA/CIMA designation is a plus.
• Excellent written and verbal communication; ability to explain complex financial concepts.

Responsibilities

• Provide comprehensive wealth strategies tailored to client goals, coordinating across tax and estate planning and lending solutions.
• Drive business growth by deepening client relationships and cultivating centers of influence to generate referrals.
• Manage client relationships with regular portfolio reviews and proactive communication; track engagement.
• Collaborate with internal teams to leverage the full suite of services.

Skills

Strong communication

Client relationship management

Business development

Explain financial concepts

Team collaboration

Education

Bachelor's degree in finance or related field

CFP/CFA/CPA/CIMA designation desirable

Tools

Salesforce

Microsoft Office

Financial modeling tools

Portfolio management tools

Job description

Lido Advisors in Boca Raton seeks an experienced Private Wealth Advisor to serve high-net-worth families, family offices, and foundations. You will own a client book, delivering tailored wealth strategies across planning, tax, and investments with a team and in-house specialists.

You will grow the practice by deepening relationships, coordinating across experts, and leading onboarding of new clients. A CFP/CFA/CPA/CIMA designation is a plus and Series 65 is required.