Private Wealth Advisor

Lido Advisors • Cleveland, 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 an enduring client practice. The advisor will own and grow a book of client relationships, providing personalized wealth strategies across 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, and offers alternative investments that may not be available on other platforms.

The position offers a base salary of $200,000–$225,000, with actual compensation dependent on 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. Lido Advisors is an equal opportunity employer.

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 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 prospect and client engagement.
• Collaborate with internal subject-matter experts, investment professionals, and client-service teams to leverage Lido Advisors’ services.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• Life insurance
• Disability insurance
• 401(k) plan with a firm contribution
• Paid holidays
• Vacation time
• 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