Lido Advisors, LLC is an expanding wealth management firm that provides comprehensive financial planning, wealth management, and investment advisory services to high-net-worth clients. The firm specializes in advanced wealth planning, legacy and estate strategies, and offers in-house investment and margin management solutions.
Open Positions
Associate, Private Client Services
Bachelor's degree, 1 year of experience, Series 65 or 66 license required
Senior Client Development, Private Wealth
Bachelor’s Degree, 8+ years of experience in high growth sales environment, and experience in wealth management preferred
Senior Wealth Manager
7+ years of experience in wealth management, Bachelor's Degree in Finance, Business, or a related field, and Series 65 or equivalent required
Senior Client Development, Private Wealth
8+ years of sales experience, Bachelor's degree, and excellent communication skills
Senior Wealth Manager
7+ years of experience in wealth management or a high-growth, entrepreneurial environment, Bachelor's Degree in Finance, Business, or a related field
Wealth Manager
Bachelor's degree required. 2+ years of wealth management experience or related field. Series 65/66 license or CFP registration required
Senior Associate, Advanced Wealth Planning
Bachelor’s degree required. CFP certification or equivalent is essential. Experience with eMoney software is needed
Senior Wealth Manager
5+ years in wealth management. CFP® designation preferred. Bachelor’s in finance or related field. Strong understanding of tax and estate planning
Associate, Business Development (Wealth Advisor)
Bachelor's degree & 1+ year exp in financial services. Series 65 or FTCP is required, or CFP certification. Strong organizational and communication skills are also needed
Senior Wealth Manager
Bachelor's Degree in Finance, Business, or related field, 7+ years of experience in wealth management, Series 65 or equivalent required
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