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© All Rights Reserved. ApplyBlast.com
Lido Advisors
Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations while building an enduring practice. The role involves owning and growing a book of client relationships by delivering personalized wealth strategies across financial planning, tax, estate planning, and investment management. This position requires collaborating with internal specialists to provide comprehensive wealth solutions and driving business growth through client retention and referrals.
Headquarters
Los Angeles, California, United States
Lido Advisors provides comprehensive and private wealth management strategies and advisory to high net worth individuals, families, charities, & institutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Lido Advisors.
60% above the average for this role