Lido Advisors
An experienced insurance professional partners with wealth advisors to identify opportunities, structure insurance solutions, and execute business within a comprehensive wealth management strategy. The role involves serving as a dedicated insurance resource, leveraging deep product knowledge and a consultative approach to deliver tailored solutions. This position offers the opportunity to collaborate with a national advisor network and a substantial client base to drive business growth.
Headquarters
Los Angeles, California, United States
Lido Advisors provides comprehensive and private wealth management strategies and advisory to high net worth individuals, families, charities, & institutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Lido Advisors.
Lido Advisors didn’t post a salary, so this is our estimate from similar listings.
8% below the average for this role