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Wealth Management Associate — Hybrid Impact
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-02-01
Listing for:
Lido Advisors, LLC
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Consultant -
Administrative/Clerical
Job Description & How to Apply Below
A wealth management firm in Dallas is seeking an Associate, Wealth Management to support Senior Wealth Managers and manage client relationships. This hybrid role involves providing analytical support, preparing meeting materials, and coordinating investments. Ideal candidates possess a finance background, are organized, and excel in communication. Strong proficiency in Excel is essential. The firm offers a flexible work environment encouraging personal and professional growth.
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Position Requirements
10+ Years
work experience
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