Overview

Company
Lido Advisors, LLC
Location
Columbus, Ohio, United States
Lido Advisors, LLC

Finance & Banking • Columbus, Ohio, United States

Senior Private Wealth Advisor for UHNW Families

Columbus, Ohio, United StatesPosted 8 hours ago
Finance & Banking

About the Role

Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, building a practice around clients you are passionate about serving. You will own and grow a book of client relationships, delivering personalized wealth strategies with an in-house team and specialists across planning, tax, and estate services.

Founded in 1999, Lido Advisors is an independent, SEC-registered advisor with a national footprint and a

#J-18808-Ljbffr

What You'll Do

Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, building a practice around clients you are passionate about serving.
You will own and grow a book of client relationships, delivering personalized wealth strategies with an in-house team and specialists across planning, tax, and estate services.
Founded in 1999, Lido Advisors is an independent, SEC-registered advisor with a national footprint and a #J-18808-Ljbffr

Skills & Technologies

Finance & Banking