Associate, Wealth Management
Company: Lido Advisors
Location: Dallas
Posted on: April 2, 2026
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Job 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 Manager. Responsibilities Support the needs of
our Sr. Wealth Managers, learn the Lido investment strategies,
understand the client base by shadowing the Sr. Wealth Manager,
resolving inquiries, providing analysis and cultivating
relationships through superior client service Receive/review
prospect leads and set appointments for Sr. Wealth Managers Prepare
for prospect and client meetings by collecting financial
information, completing various financial analyses, and creating
presentations materials for meetings Coordinate the deployment of
investments for new client allocations and portfolio rebalances
Execute and reconcile trades as directed by Senior Wealth Managers
Address cash management needs to ensure sufficient funds are
available to meet funding requirements Maintain an in-depth
knowledge of the firm’s products and ensure adherence to allocation
policies Maintain and track prospect and client engagement in firm
relationship management system Prepare reports and materials for
periodic client reviews Travel as needed 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 We are an equal opportunity employer. All
applicants will be considered for employment without attention to
race, color, religion, sex, sexual orientation, gender identity,
national origin, veteran or disability status, or any other class
protected by federal, state or local law. In addition, we do not
discriminate against qualified applicants with arrest or conviction
records. LI-JM1
Keywords: Lido Advisors, Denton , Associate, Wealth Management, Accounting, Auditing , Dallas, Texas
