Senior Private Wealth Advisor for UHNW Families

Lido Advisors, LLC; Columbus (OH); 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, building a practice around clients you are passionate about serving. You will own and grow a book of client relationships, delivering personalized wealth strategies with an in-house team and specialists across planning, tax, and estate services.

Founded in 1999, Lido Advisors is an independent, SEC-registered advisor with a national footprint and a

Qualifications

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

Responsibilities

• Provide comprehensive wealth strategies, coordinating across tax and estate planning, trust administration, alternative investments, and lending solutions.
• Drive business growth by deepening client relationships and cultivating centers of influence to generate referrals; lead meetings and onboarding.
• Manage client relationships by anticipating needs, resolving inquiries, and conducting regular portfolio reviews.
• Collaborate with internal teams to leverage the full suite of services.

Education

Bachelor’s degree in finance, business, or related field

Tools

Salesforce

Microsoft Office

Job description

Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, building a practice around clients you are passionate about serving. You will own and grow a book of client relationships, delivering personalized wealth strategies with an in-house team and specialists across planning, tax, and estate services.

Founded in 1999, Lido Advisors is an independent, SEC-registered advisor with a national footprint and a