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
To apply for this job please visit recruiting.paylocity.com.
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