Private Wealth Advisor

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 that integrate financial planning, tax and estate planning, and investment management. This position offers the support of a dedicated team and in-house specialists to help advisors scale their practice within a collaborative, growth-focused environment.