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
Senior Client Development, Private Wealth
8+ years of sales experience, Bachelor's Degree, and knowledge of wealth management industry
Associate, Wealth Management
Bachelor’s degree in Finance, Financial Planning, or Wealth Management. Strong technical skills, ability to work collaboratively, and drive results
Senior Client Development, Private Wealth
8+ years of sales experience, Bachelor's degree, and excellent communication skills
Senior Associate, Private Client Services
Bachelor's degree, 3+ years of experience, Series 65/66, Excel skills
Senior Wealth Manager
7+ years of experience in wealth management or a high-growth, entrepreneurial environment, and a Bachelor’s Degree in Finance, Business, or a related field
Senior Client Development, Private Wealth
Bachelor’s Degree, 8+ years of experience in high growth sales environment, and experience in wealth management preferred
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
5+ years in wealth management. CFP® designation preferred. Bachelor’s in finance or related field. Strong understanding of tax and estate planning
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
Senior Wealth Manager
Bachelor’s Degree in Finance, Business, or a related field. 7+ Years of experience in wealth management or a high-growth, entrepreneurial environment
+22 More Jobs Available!
Subscribe now to unlock all job opportunities and advanced features.
Find jobs no one else can
We pull listings directly from company career pages—no LinkedIn, no job boards, no fluff. Just real jobs, straight from the source.
Unlock hiring managers
With Web Pro, reveal the decision-makers behind job postings—names, emails, and LinkedIn profiles for up to 25 jobs per day.
Smarter data, better jobs
Each job includes 35+ data fields, from salary and visa info to remote status and tech stack. And we instantly remove anything that's expired.
Filters built for Pros
Drill down with filters for experience level, industry, salary, sponsorship, currency, and more—so you only see what fits.
Ready to see more opportunities?
Create a free account to access exclusive job listings, track your applications, and get personalized recommendations.
Loved by 3620+ job seekers