Lido Advisors
Wealth Advisor BizDev Associate — Grow Into Leadership
Lido Advisors, Boston, Massachusetts, us, 02298
A rapidly growing wealth management firm is seeking an Associate for its Business Development team as a Wealth Advisor. This role is critical in supporting sales-focused Senior Wealth Advisors teams through communication, case preparation, and client service coordination. The ideal candidate is detail-oriented and committed to professional growth within wealth management, with aspirations of progressing into a Junior Business Development Officer role. Responsibilities include managing client interactions, assisting in meetings, and collaborating on investment strategies. Salary ranges from $75,000 to $100,000.
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