Private Wealth Advisor
Lido Advisors · Los Angeles, CA
$200k – $225k/yrPosted 7h agoAccounting & Finance
Position summary
The best advisors are more than portfolio managers — they are the confidantes families turn to across generations. 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 an enduring practice around the clients you are most passionate about serving. You will own and grow a book of client relationships, delivering personalized wealth strategies built on expertise in financial planning, tax and …
This is the summary the employer released for listing. Full requirements, schedule and benefits appear on the employer's application page — continue below to read everything and apply.