UHNW Wealth Advisor & Practice Builder

Lido Advisors; Chicago (IL); Presencial; USD 200 000 - 225 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Paid holidays

Vacation

Sick time

Resumo da oferta

Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, building an enduring practice around clients you are passionate about serving.

You will own and grow a book of client relationships, delivering personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment management, and asset allocation — with a team, an investment platform, and in-house planning, tax,

Qualificações

• Bachelor’s degree in finance, business, or a related field.
• 5–7+ years of wealth management experience.
• Series 65 required or obtained within 90 days; a CFP, CFA, CPA, or CIMA designation is a plus.
• Excellent written and verbal communication; ability to work with internal teams.
• Proficiency with Salesforce and Microsoft Office; experience with financial modeling and portfolio management tools.

Responsabilidades

• Provide comprehensive wealth strategies tailored to each client’s goals, coordinating across tax and estate planning, trust administration, alternative investments, and lending solutions.
• Drive business growth by deepening client relationships and cultivating a network of centers of influence to generate referrals and manage onboarding.
• Manage client relationships by anticipating needs, resolving inquiries, and conducting regular portfolio reviews.
• Collaborate with internal subject-matter experts and client-service teams to leverage the full suite of Lido Advisors’ services.

Conhecimentos

Relationship management

Client acquisition

Financial planning

Communication

Formação académica

Bachelor's degree in finance or business

Ferramentas

Salesforce

Microsoft Office

Financial modeling tools

Descrição da oferta de emprego

Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, building an enduring practice around clients you are passionate about serving.

You will own and grow a book of client relationships, delivering personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment management, and asset allocation — with a team, an investment platform, and in-house planning, tax,