Senior Private Wealth Advisor – Family Office Growth

Lido Advisors, LLC; Chicago (IL); Hybride; USD 200 000 - 225 000; Plein temps

Avantages offerts par ce poste

Medical, dental, and vision coverage

Life and disability insurance

401(k) plan with firm contribution

Paid holidays, vacation, and sick time

Résumé du poste

Lido Advisors, LLC in Chicago, IL seeks a Private Wealth Advisor to serve high- and ultra-high-net-worth families and foundations, building a practice around clients you are passionate about.

You will own and grow a book of client relationships, delivering personalized wealth strategies through planning, tax, estate planning, investment management, and asset allocation, supported by an integrated platform and specialists.

Qualifications

• Bachelor’s degree in finance, business, or a related field.
• 5–7+ years of experience in wealth management or a high-growth, entrepreneurial environment.
• Demonstrated success attracting, serving, and retaining high-net-worth clients.
• Series 65 required or obtained within 90 days of the start date. A CFP, CFA, CPA, or CIMA designation is a plus.
• Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly and work effectively with internal teams.
• Proficiency with Salesforce and the Microsoft Office suite; experience with financial modeling and portfolio management tools is a plus.

Responsabilités

• Provide Comprehensive Wealth Strategies: Deliver comprehensive investment and wealth strategies tailored to each client’s goals, coordinating across tax and estate planning, trust administration, alternative investments, and lending solutions, in line with firm allocation policies.
• Drive Business Growth: Deepen existing client relationships by identifying additional wealth management needs and cultivate a network of centers of influence — estate attorneys, CPAs, investment bankers, and other intermediaries — to generate qualified referrals. Lead prospect meetings and own the conversion process from first meeting through onboarding.
• Manage Client Relationships: Anticipate client needs, resolve inquiries, and conduct regular portfolio reviews to assess performance and keep strategies aligned with client objectives, tracking all prospect and client engagement.
• Collaborate Across Teams: Work closely with internal subject-matter experts, investment professionals, and client-service teams to leverage the full suite of Lido Advisors’ services.

Connaissances

Communication skills

Salesforce

Microsoft Office

Financial modeling tools

Portfolio management tools

Formation

Bachelor's degree in finance or business

Outils

Salesforce

Microsoft Office

Description du poste

Lido Advisors, LLC in Chicago, IL seeks a Private Wealth Advisor to serve high- and ultra-high-net-worth families and foundations, building a practice around clients you are passionate about.

You will own and grow a book of client relationships, delivering personalized wealth strategies through planning, tax, estate planning, investment management, and asset allocation, supported by an integrated platform and specialists.