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Private Wealth Advisor - Build a High-Net-Worth Practice

Lido Advisors

Lido Advisors seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, building a durable practice around the clients you are passionate about serving. You will own and grow a book of client relationships, delivering personalized wealth strategies across planning, tax, estate planning, investment management, and asset allocation, supported by a team, an investment platform, and in-house planning, tax, trust, and legal #J-18808-Ljbffr Lido Advisors

Vacancy posted 2 days ago
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