Description

Lido Advisors, LLC, an established and expanding wealth management firm, is seeking experienced Wealth Managers.

Under the direction of the Market Leader, the Wealth Manager is responsible for providing the highest level of wealth management services to Lido’s clients. Analytical and possessing a passion for understanding investments, the Wealth Manager acts as an essential and indispensable resource for Lido clients. Through frequent communication and collaboration, the Wealth Manager coordinates prospect meetings and manages client relationships leveraging all services and capabilities of the firm.

Lido Advisors offers a unique culture and Wealth Managers will benefit from our in-house, comprehensive, and differentiated approach to wealth advisory services, including our legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed income strategies. Lido Advisors offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, our clients, and Lido.

Essential Functions

• Review prospect leads, assign outreach, and set appointments for Senior Wealth Advisors
• Serve as a primary point of contact for the Advisor’s client base by anticipating client needs, resolving inquiries and cultivating deep relationships through superior client service
• Prepare for prospect and client meetings by collecting financial information, completing various financial analyses, and creating presentations materials for meetings
• Coordinate the deployment of investments for new client allocations and portfolio rebalances
• Execute and reconcile trades as directed by Senior Wealth Managers
• Address cash management needs to ensure sufficient funds are available to meet funding requirements
• Maintain an in-depth knowledge of the firm’s products and ensure adherence to allocation policies
• Maintain and track prospect and client engagement in firm relationship management system
• Prepare reports and materials for periodic client reviews
• Travel as needed

Required Experience

• Bachelor’s degree and minimum of 5 years of experience in the wealth management industry or related field
• Series 66 or required in months
• Must be highly organized, technically strong and be an enthusiastic, effective team player
• Ability to think strategically and creatively in a fast-paced environment
• Proven ability to self-start, take initiative, work collaboratively, and drive results
• Excellent written and verbal communications
• Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.