Associate, Wealth Management

Job description

Description Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an Associate, Wealth Management. As an Associate, Wealth Management you will benefit from our in-house, comprehensive, and differentiated approach to wealth advisory services, including our legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed income strategies. Lido Advisors supports personal and professional growth, a flexible work environment, and embraces a culture of supporting each other, our communities, and our clients! Under the direction of the Market Leader and Senior Wealth Manager, the Associate is responsible for providing the highest level of wealth management support services to Lido’s clients. Your passion for understanding investments and analytical work, acts as an essential and indispensable resource for Lido clients. Through frequent communication and collaboration, the Associate supports Senior Wealth Managers and Wealth Managers, partnering with them to manage and service client relationships. This is a hybrid role, working in the office 3-4 days per week, or at the discretion of the Senior Wealth Manage...