Associate, Business Development (Wealth Advisor)
Lido Advisors, LLCAtlanta, Georgia, United States
Posted December 10, 2025
Full Time
About the Company
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.
Job Description
Lido Advisors, LLC is seeking an Associate to join its Business Development team as a Wealth Advisor. The ideal candidate is detail-oriented, highly organized, and committed to professional growth within wealth management.
Requirements
- Bachelor’s degree
- 1+ year of experience in the financial services industry or related field
- 1+ year of experience supporting a sales function or interest in pursuing a career in sales is a must
- Series 65 or equivalent is required or must be attained within the timeframe determined by manager (CFP® registrants are exempt from this requirement)
- Strong organizational skills, attention to detail, and capability to manage multiple priorities simultaneously
- Exceptional interpersonal and communication skills
- Intermediate proficiency with Microsoft Excel and Salesforce is beneficial
