What are the responsibilities and job description for the Senior Private Wealth Advisor: Grow an UHNW Practice position at Lido Advisors?
Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, building an enduring practice around clients you are 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 estate planning, investment management, and asset allocation — with a team, an investment platform, and in-house planning, tax,
You will own and grow a book of client relationships, delivering personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment management, and asset allocation — with a team, an investment platform, and in-house planning, tax,