About Lumida. We are a digitally native, independent investment advisor specializing in alternative investments. At Lumida Wealth, we want to redefine wealth management. Recognized in industry media and trusted for our insights, we integrate tax mitigation and yield strategies to align with each client’s financial goals. Offering a research-driven approach to cross-asset class investing. The Opportunity. We are seeking a research analyst who is e...
About Lumida. We are a digitally native, independent investment advisor specializing in alternative investments. At Lumida Wealth, we want to redefine wealth management. Recognized in industry media and trusted for our insights, we integrate tax mitigation and yield strategies to align with each client’s financial goals. Offering a research-driven approach to cross-asset class investing. The Opportunity. We are seeking a research analyst who is e...
Location: Wayne, NJ (In-office). Full-time. About Us. Lumida, an SEC-Registered Investment Advisor, is seeking an experienced and dynamic. Certified Financial Planner. to join the team. This individual will use their financial expertise and client management skills to provide outstanding wealth management services and build strong client relationships. The. Certified Financial Planner. will also help improve processes to support our growing clien...
Location: Wayne, NJ (In-office). Full-time. About Us. Lumida, an SEC-Registered Investment Advisor, is seeking an experienced and dynamic Client Advisor to join the team. This individual will use their financial expertise and client management skills to provide outstanding wealth management services and build strong client relationships. The Client Advisor will also help improve processes to support our growing client base. Key Responsibilities. ...
Location: Wayne, NJ (In-office). Full-time. About Us. Lumida, an SEC-Registered Investment Advisor, is seeking an experienced and dynamic Director of Advisory Services to lead our growing advisory team. This individual will combine leadership expertise with hands-on client management skills to ensure our clients receive exceptional wealth management services. The Director will also play a pivotal role in scaling the team and processes to meet inc...
