Senior Private Wealth Advisor for UHNW Growth

Lido Advisors; New York (NY); 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 in New York 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 built on planning, tax, estate, and investment management.

Join a collaborative team with in-house specialists and an integrated platform, Lido One, designed to coordinate advice across disciplines.

Qualifications

• Bachelor’s degree in finance, business, or related field.
• 5–7+ years of wealth management experience.
• Proven success attracting and retaining high-net-worth clients.
• Series 65 required or obtained within 90 days; CFP, CFA, CPA, or CIMA designation is a plus.
• Excellent written and verbal communication; teamwork.
• Proficiency with Salesforce and MS Office; financial modeling experience a plus.

Responsibilities

• Provide comprehensive wealth strategies across tax, estate planning, and lending.
• Drive business growth by deepening client relationships and securing referrals.
• Manage client relationships with regular portfolio reviews and alignment with objectives.
• Collaborate across internal teams to leverage services.

Skills

Client relationships

Financial planning

Portfolio management

Salesforce

Financial modeling

Education

Bachelor's degree in finance or related field

CFP

CFA

CPA

CIMA

Tools

Salesforce

MS Office

Job description

Lido Advisors in New York 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 built on planning, tax, estate, and investment management.

Join a collaborative team with in-house specialists and an integrated platform, Lido One, designed to coordinate advice across disciplines.