Finance & Banking • Indianapolis, Indiana, United States
Lido Advisors, LLC is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations. You will build an enduring practice around clients you are passionate about, delivering personalized wealth strategies with a team, platform, and in-house specialists.
You will own and grow a book of client relationships, coordinating across tax, estate planning, and investment management while leveraging Lido’s integrated platform to coordinate
#J-18808-Ljbffr