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Financial Consultant Financial Advisor

Hybrid Wealth Management Associate - Client Strategy

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Lido Advisors, LLC
Full Time position
Listed on 2026-06-05
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A growing wealth management firm in Dallas is seeking an Associate in Wealth Management to provide exceptional client support. The role includes assisting Senior Wealth Managers with client relationships, preparing financial analyses, and coordinating investments. The ideal candidate will have a background in finance or related fields, strong organizational and communication skills, and proficiency with Excel. This role supports professional growth in a collaborative environment, offering a hybrid work arrangement with 3-4 days in the office.
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Position Requirements
10+ Years work experience
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