Associate, Business Development (Wealth Advisor)

Lido Advisors, LLC is seeking an Associate to join their Business Development team as a Wealth Advisor to expand their reach and make an immediate impact. The ideal candidate is detail-oriented, highly organized, and committed to professional growth within wealth management.

Requirements

• Bachelor’s degree
• 1+ year of experience in the financial services industry or related field
• 1+ year of experience supporting a sales function or interest in pursuing a career in sales is a must
• Series 65 or equivalent is required or must be attained within the timeframe determined by manager (CFP® registrants are exempt from this requirement)
• Strong organizational skills, attention to detail, and capability to manage multiple priorities simultaneously
• Exceptional interpersonal and communication skills
• Intermediate proficiency with Microsoft Excel and Salesforce is beneficial