Senior Private Wealth Advisor for UHNW Families

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

Benefits offered by this job

Medical, Dental, and Vision insurance

401(k) with firm contribution

Paid holidays, vacation, and sick time

Job summary

Lido Advisors in San Francisco seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations. You will own and grow a book of client relationships, delivering personalized wealth strategies with our team and integrated platform.

Expect to build enduring client relationships, coordinate across tax, estate, and investment services, and collaborate with in-house specialists to support client goals.

Qualifications

• Bachelor’s degree in finance or related field.
• 5–7+ years in wealth management or entrepreneurial environment.
• Demonstrated success attracting, serving, and retaining high-net-worth clients.
• Series 65 required or obtained within 90 days of 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.

Responsibilities

• 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.

Skills

Wealth management experience

Client relationships

Communication skills

Salesforce proficiency

Financial modeling

Education

Bachelor’s degree in finance or related field

CFP/CFA/CPA/CIMA designation (plus)

Tools

Salesforce

Microsoft Office

Job description

Lido Advisors in San Francisco seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations. You will own and grow a book of client relationships, delivering personalized wealth strategies with our team and integrated platform.

Expect to build enduring client relationships, coordinate across tax, estate, and investment services, and collaborate with in-house specialists to support client goals.