Associate, Wealth Management
Lido Advisors, LLCDallas, Texas, United States
Posted February 3, 2026
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 looking to hire an Associate, Wealth Management. The role provides wealth management support services to clients, working closely with Senior Wealth Managers and Wealth Managers. The position is a hybrid role, working in the office 3-4 days per week.
Requirements
- Bachelor’s degree
- Courses completed in Finance, Financial Planning or Wealth Management or related field
- Must be highly organized, technically strong and be an enthusiastic, effective team player
- Ability to think strategically and creatively in a fast-paced environment
- Proven ability to self-start, take initiative, work collaboratively, and drive results
- Excellent written and verbal communications
- Experience with Excel/Word/Outlook/PowerPoint, with an emphasis on Excel
