Senior Private Wealth Advisor — Build Legacy Practice
Listed on 2026-11-04
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Lido Advisors in Boca Raton seeks an experienced Private Wealth Advisor to serve high-net-worth families, family offices, and foundations. You will own a client book, delivering tailored wealth strategies across planning, tax, and investments with a team and in-house specialists.
You will grow the practice by deepening relationships, coordinating across experts, and leading onboarding of new clients. A CFP/CFA/CPA/CIMA designation is a plus and Series 65 is required.
This role is for the Senior Private Wealth Advisor — Build a Legacy Practice role at Lido Advisors.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Private Wealth Advisor — Build a Legacy Practice role in the description above.
We appreciate your interest in this position.
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