Remote Jobs at Lido Advisors, LLC

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Lido Advisors, LLC

Lido Advisors, LLC is a wealth management firm that offers a sophisticated and personalized family office experience to clients, focusing on protecting, growing, and preserving their wealth. Established in 1999, Lido manages over $20 billion in assets and provides advanced financial planning, investment management, and strategic tax and estate planning services, primarily for high-net-worth individuals, entrepreneurs, charities, and media personalities. Although they do not provide direct legal or tax advice, they work closely with affiliated professionals to offer comprehensive financial solutions. Lido's unique value proposition lies in its accessible family office model and its dedication to personalized client service. With 33 offices across the United States, Lido Advisors is one of the nation's fastest-growing private wealth management companies.

Alternative Investments β€’ Asset Allocation β€’ Family Office Development β€’ Legacy Planning β€’ Professional Wealth Services

201 - 500 employees

Founded 1999

πŸ’Έ Finance

πŸ‘₯ B2C

πŸ’Ό Job Title
🌍 Location
πŸ’΅ Minimum Salary
βšͺ️ Experience
4 Jobs
πŸ†• Date Added

6 days ago

Join Lido Advisors as a VP of Integrations, overseeing the seamless integration of new partnerships.

January 24

Lido Advisors, LLC seeks a Senior Vice President for Advanced Wealth Planning targeting high-net-worth individuals. Responsibilities include financial planning and client relationship management.

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