Wealth Manager
Lido Advisors, LLCAlbany, Georgia, United States
Posted October 15, 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 experienced Wealth Manager to serve as the primary point of contact for clients. This role involves providing comprehensive wealth advisory services, including legacy planning, estate planning, and alternative investments. The firm emphasizes a hybrid work environment and a supportive culture. The position is in-house, with the Senior Wealth Manager providing support.
Requirements
- Serve as a main point of contact for the Senior Wealth Manager’s client base.
- Prepare and execute trades.
- Manage client cash flow.
Benefits
- In-house office environment
- Support for personal and professional growth
- Supportive culture
- Flexible work environment