Private Wealth Advisor

Lido Advisors • Ann Arbor, MI

9d

About The Position

Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, and to build and grow a client practice. The advisor will own and expand client relationships, delivering personalized wealth strategies involving financial planning, tax and estate planning, investment management, and asset allocation. The role is supported by Lido’s investment platform and in-house planning, tax, trust, and legal specialists.

Lido Advisors is an independent, SEC-registered investment adviser founded in 1999 and headquartered in Los Angeles, with more than 40 offices nationwide and $46.4 billion in regulatory assets under management. Its integrated Lido One platform coordinates investment, tax, estate, and planning specialists. The firm combines proprietary strategies, risk management, and select third-party managers, including alternative investments.

The position offers a base salary of $200,000–$225,000, with actual compensation varying according to experience and qualifications. It is also eligible for performance-based incentive compensation tied to new client acquisition and book growth. Benefits include medical, dental, and vision coverage; life and disability insurance; a 401(k) plan with a firm contribution; and paid holidays, vacation, and sick time.

Requirements

• Bachelor’s degree in finance, business, or a related field.
• 5–7+ years of experience in wealth management or a high-growth, entrepreneurial environment.
• Demonstrated success attracting, serving, and retaining high-net-worth clients.
• Series 65 required or obtained within 90 days of the start date.
• Excellent written and verbal communication skills, including the ability to explain complex financial concepts clearly and work effectively with internal teams.
• Proficiency with Salesforce and the Microsoft Office suite.

Nice To Haves

• CFP, CFA, CPA, or CIMA designation.
• Experience with financial modeling and portfolio management tools.

Responsibilities

• Deliver comprehensive investment and wealth strategies tailored to clients’ goals, coordinating tax and estate planning, trust administration, alternative investments, and lending solutions in line with firm allocation policies.
• Deepen existing client relationships by identifying additional wealth management needs.
• Cultivate a network of centers of influence, including estate attorneys, CPAs, investment bankers, and other intermediaries, to generate qualified referrals.
• Lead prospect meetings and own the conversion process from the first meeting through onboarding.
• Anticipate client needs, resolve inquiries, and conduct regular portfolio reviews to assess performance and keep strategies aligned with client objectives.
• Track prospect and client engagement.
• Collaborate with internal subject-matter experts, investment professionals, and client-service teams to leverage the full suite of Lido Advisors’ services.

Benefits

• Medical, dental, and vision coverage.
• Life and disability insurance.
• 401(k) plan with a firm contribution.
• Paid holidays, vacation, and sick time.
• Performance-based incentive compensation tied to new client acquisition and book growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior