LIDO ADVISORS, LLC Jobs

LIDO ADVISORS, LLC

LOS ANGELES, CA | 57 followers

LIDO ADVISORS, LLC Overview

WEBSITE lidoadvisors.com
HEADQUARTERS LOS ANGELES, CA
SIZE 50 - 100
FOUNDED 1999
CEO GREGORY KUSHNER
REVENUE $10M - $50M
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About LIDO ADVISORS, LLC

Lido Advisors is a nationally recognized wealth advisory firm headquartered in Los Angeles, California with offices throughout the United States. We utilize experience, creativity, and independence to grow, maximize and protect our clients assets and legacy. We dedicate our resources to the development of coordinated wealth planning to offer innovative, creative, and cutting-edge solutions to high net worth and ultra-high net worth individuals, families, and charitable organizations across the U.S. Our experienced team is comprised of independent thinkers, adept in hedging techniques, active a...llocations, sourcing third-party managers, and direct alternative investments. We are comfortable with a variety of approaches and investment strategies including private asset-based lending, direct real estate investments, and private equity. Our investment discipline focuses on risk management, cash flow, and capitalizing on opportunities presented by the constantly shifting market and economic scenarios. More
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Wealth Manager at LIDO ADVISORS, LLC

Chicago, IL | Full Time
$134k-180k (estimate)
2 Months Ago
Description. The Wealth Manager is responsible for providing the highest level of wealth management services to Lido’s clients. Working hand-in-glove with the Senior Wealth Manager, this person must be detail-oriented, analytical, and passionate about client service and investments. The Wealth Manager will directly support the Senior Wealth Manager’s existing book of clients, acting as an essential and indispensable resource to both Lido clients ...

Senior Wealth Manager at LIDO ADVISORS, LLC

Boulder, CO | Full Time
$101k-137k (estimate)
2 Months Ago
Description. Lido Advisors is a growing and established wealth management firm seeking an experienced Senior Wealth Manager to join our team. Reporting to the Regional Market Leader, this individual will be responsible for delivering personalized, comprehensive wealth strategies and building long-term client relationships. The ideal candidate will have expertise in financial planning, including tax and estate planning, investment management, and ...

Wealth Manager at LIDO ADVISORS, LLC

Phoenix, AZ | Full Time
$128k-172k (estimate)
2 Months Ago
Description. The Wealth Manager is responsible for providing the highest level of wealth management services to Lido’s clients. Working hand in glove with the Senior Wealth Manager, this person must be detail-oriented, analytical, and passionate about client service and investments. The Wealth Manager will directly support the Senior Wealth Manager’s existing book of clients, acting as an essential and indispensable resource to both Lido clients ...

Wealth Manager at LIDO ADVISORS, LLC

Dallas, TX | Full Time
$134k-179k (estimate)
8 Months Ago
Description. Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Wealth Manager. The Wealth Manager is responsible for providing the highest level of wealth management services to Lido’s clients. Working hand in glove with the Senior Wealth Manager, this person must be detail-oriented, analytical, and passionate about client service and investments. The Wealth Manager will directly support th...

Wealth Manager at LIDO ADVISORS, LLC

Bellevue, WA | Full Time
$150k-201k (estimate)
0 Months Ago
Description. The Wealth Manager is responsible for providing the highest level of wealth management services to Lido’s clients. Working hand-in-glove with the Senior Wealth Manager, this person must be detail-oriented, analytical, and passionate about client service and investments. The Wealth Manager will directly support the Senior Wealth Manager’s existing book of clients, acting as an essential and indispensable resource to both Lido clients ...
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