Overview

Company
Lido Advisors, LLC
Location
Chicago, Illinois, United States
Lido Advisors, LLC

Finance & Banking • Chicago, Illinois, United States

Senior Private Wealth Advisor – Family Office Growth

Chicago, Illinois, United StatesPosted 15 hours ago
Finance & Banking

About the Role

Lido Advisors, LLC in Chicago, IL seeks a Private Wealth Advisor to serve high- and ultra-high-net-worth families and foundations, building a practice around clients you are passionate about.

You will own and grow a book of client relationships, delivering personalized wealth strategies through planning, tax, estate planning, investment management, and asset allocation, supported by an integrated platform and specialists.

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What You'll Do

Lido Advisors, LLC in Chicago, IL seeks a Private Wealth Advisor to serve high- and ultra-high-net-worth families and foundations, building a practice around clients you are passionate about.
You will own and grow a book of client relationships, delivering personalized wealth strategies through planning, tax, estate planning, investment management, and asset allocation, supported by an integrated platform and specialists.
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Skills & Technologies

Finance & Banking