Senior Private Wealth Advisor Build a Legacy Practice
Lido Advisors, LLC
Lido Advisors in Boca Raton seeks an experienced Private Wealth Advisor to serve high-net-worth families, family offices, and foundations. You will own a client book, delivering tailored wealth strategies across planning, tax, and investments with a team and in-house specialists. You will grow the practice by deepening relationships, coordinating across experts, and leading onboarding of new clients. A CFP/CFA/CPA/CIMA designation is a plus and Series 65 is required. #J-18808-Ljbffr Lido Advisors, LLC
Vacancy posted 2 days ago
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