Senior Private Wealth Advisor - Grow an UHNW Practice

Lido Advisors; Dallas (TX); On-site; USD 200,000 - 225,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid time off

Job summary

Lido Advisors is seeking 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 and estate planning, and investment management with an integrated team.

You will work with internal experts and a robust platform to coordinate advice, manage client needs, and elevate the practice.

Qualifications

• Bachelor's degree in finance or related field.
• 5–7+ years of experience in wealth management or entrepreneurial environment.
• Demonstrated success attracting, serving, and retaining high-net-worth clients.
• Series 65 required or obtained within 90 days; CFP/CFA/CPA/CIMA a plus.

Responsibilities

• Provide comprehensive wealth strategies across investment, tax, estate planning, and lending solutions.
• Drive business growth by deepening client relationships and generating referrals.
• Manage client relationships with regular reviews and proactive service.
• Collaborate with internal experts to leverage the firm’s services.

Skills

Client relationship management

Communication skills

Financial modeling

Sales & business development

Education

Bachelor's degree in finance

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. You will own and grow a book of client relationships, delivering personalized wealth strategies built on planning, tax and estate planning, and investment management with an integrated team.

You will work with internal experts and a robust platform to coordinate advice, manage client needs, and elevate the practice.