Private Wealth Advisor

Lido Advisors • Columbus, OH

7d

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 build a practice around the clients they are passionate about serving. The advisor will own and grow a book of client relationships, delivering personalized wealth strategies spanning financial planning, tax and estate planning, investment management, and asset allocation. The role is supported by the firm'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. The firm has 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 around clients. Lido combines proprietary strategies, risk management, and select third-party managers, and offers alternative investments that may not be accessible on other platforms.

The position offers an institutional platform, a collaborative team, and the opportunity to grow a practice into a team and assume broader leadership as the firm expands. Compensation includes a base salary of $200,000–$225,000, with eligibility for performance-based incentive compensation tied to new client acquisition and book growth.

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 must be 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 each client's 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 manage 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 all prospect and client engagement.
• Collaborate with internal subject-matter experts, investment professionals, and client-service teams to leverage the firm's 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