Senior Associate, Private Client Services
Lido Advisors, LLCNew York, New York, United States
Posted December 18, 2025
75000 - 90000 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, LLC is looking for a Senior Associate, Private Client Services, to support and work alongside Advisory teams in all aspects of wealth management.
Requirements
- Bachelor's degree
- Series 65 or 66 required or must be attained within the timeframe determined by manager
- Minimum of 3 years serving wealth management clients or other relevant industry experience
- Strong attention to detail
- Exceptional interpersonal and client service skills
- Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items
- Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel
- Ability to adapt to a rapidly changing and fast-paced business environment
- Proven ability to operate effectively and work under pressure with tight deadlines
Benefits
- Flexible work environment
- Supports personal and professional growth
- Embraces a culture of supporting each other, our communities, and our clients
