Associate, Business Development (Wealth Advisor)
Lido Advisors, LLCBellevue, Washington, United States
Posted October 27, 2025
75000 - 100000 USD year
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 is seeking an Associate, Business Development to join their Wealth Advisor team and expand their reach. The role involves facilitating communication, case preparation, client service, and business development activities, with a focus on building and managing client relationships. This position is ideal for individuals with a strong interest in wealth management and a drive to grow professionally within the industry.
Requirements
- Bachelor’s degree
- 1+ year of experience in the financial services industry
- 1+ year of experience supporting a sales function
- Series 65 or equivalent (or FTCP)
- Strong organizational and communication skills
- Intermediate proficiency with Microsoft Excel and Salesforce
