Lido Advisors, LLC
Wealth Manager
Lido Advisors, LLC
is an established and expanding wealth management firm looking to hire an experienced Wealth Manager.
The Wealth Manager will provide the highest level of wealth management services to Lido’s clients, working closely with the Senior Wealth Manager as the primary point of contact for existing and prospective clients.
Responsibilities
Serve as the main point of contact for the Senior Wealth Manager’s client base; anticipate client needs, address and resolve client questions or inquiries, and cultivate deep relationships through superior client service and follow up.
Prepare information and presentations for prospective client and existing client meetings, including collection of financial, investment, and tax related documents, completing financial analyses, and creating presentation and proposal materials for meetings.
Coordinate the deployment of investments for new client allocations and portfolio rebalances.
Execute and reconcile trades as directed by the Senior Wealth Manager.
Address client cash management needs to ensure sufficient funds are available to meet investment requirements.
Maintain an in-depth knowledge of the firm’s investment strategies and ensure adherence to allocation and compliance policies.
Set prospective and existing client appointments for the Senior Wealth Manager.
Log call/meeting notes and track the completion of daily tasks in the firm’s relationship management system.
Prepare reports and materials for client reviews.
Travel for client meetings, as needed.
Requirements
Bachelor’s degree.
5+ years of experience in the wealth management industry or related field.
2+ years of experience in a client‑facing capacity.
Series 65 or equivalent is required or must be attained within the timeframe determined by manager (CFP® registrants are exempt).
Self‑starter and team player who is comfortable taking initiative, technically strong with investments, has strong follow‑up skills, and superior communication skills; excellent written and verbal communication is a must.
Strong experience with Microsoft Excel; familiarity with Microsoft Office systems and Salesforce is a plus.
Salary $90,000 - $110,000.
Equal Opportunity Employer 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.
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is an established and expanding wealth management firm looking to hire an experienced Wealth Manager.
The Wealth Manager will provide the highest level of wealth management services to Lido’s clients, working closely with the Senior Wealth Manager as the primary point of contact for existing and prospective clients.
Responsibilities
Serve as the main point of contact for the Senior Wealth Manager’s client base; anticipate client needs, address and resolve client questions or inquiries, and cultivate deep relationships through superior client service and follow up.
Prepare information and presentations for prospective client and existing client meetings, including collection of financial, investment, and tax related documents, completing financial analyses, and creating presentation and proposal materials for meetings.
Coordinate the deployment of investments for new client allocations and portfolio rebalances.
Execute and reconcile trades as directed by the Senior Wealth Manager.
Address client cash management needs to ensure sufficient funds are available to meet investment requirements.
Maintain an in-depth knowledge of the firm’s investment strategies and ensure adherence to allocation and compliance policies.
Set prospective and existing client appointments for the Senior Wealth Manager.
Log call/meeting notes and track the completion of daily tasks in the firm’s relationship management system.
Prepare reports and materials for client reviews.
Travel for client meetings, as needed.
Requirements
Bachelor’s degree.
5+ years of experience in the wealth management industry or related field.
2+ years of experience in a client‑facing capacity.
Series 65 or equivalent is required or must be attained within the timeframe determined by manager (CFP® registrants are exempt).
Self‑starter and team player who is comfortable taking initiative, technically strong with investments, has strong follow‑up skills, and superior communication skills; excellent written and verbal communication is a must.
Strong experience with Microsoft Excel; familiarity with Microsoft Office systems and Salesforce is a plus.
Salary $90,000 - $110,000.
Equal Opportunity Employer 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.
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