Senior Private Wealth Advisor | Build a Scalable Practice

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

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Life insurance

Disability insurance

401(k) plan with firm contribution

Paid holidays

Vacation

Sick time

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 around clients you are passionate about, delivering personalized wealth strategies with a team, platform, and in-house specialists.

You will own and grow a book of client relationships, coordinating across tax, estate planning, and investment management while leveraging Lido’s integrated platform to coordinate

Qualifications

• Bachelor’s degree in finance, business, or related field.
• 5–7+ years in wealth management or entrepreneurial growth.
• Proven success attracting and serving high-net-worth clients.
• Series 65 required (or within 90 days). CFP/CFA/CPA/CIMA a plus.
• Proficient with Salesforce and MS Office; financial modeling a plus.

Responsibilities

• Provide comprehensive wealth strategies across tax, estate, and investments.
• Drive business growth by deepening client relationships and referrals.
• Manage client relationships; conduct regular reviews and coordinate with teams.
• Collaborate with internal experts to leverage the full Lido platform.

Skills

Communication skills

Education

Bachelor’s degree in finance, business, 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 around clients you are passionate about, delivering personalized wealth strategies with a team, platform, and in-house specialists.

You will own and grow a book of client relationships, coordinating across tax, estate planning, and investment management while leveraging Lido’s integrated platform to coordinate