Lido Advisors, LLC
Wealth Manager
at
Lido Advisors, LLC Location: Chicago, IL
Salary: $90,000 – $110,000
The Wealth Manager is responsible for providing the highest level of wealth management services to Lido’s clients. Working hand‑in‑glove with the Senior Wealth Manager, this person must be detail‑oriented, analytical, and passionate about client service and investments. The Wealth Manager will directly support the Senior Wealth Manager’s existing book of clients, acting as an essential and indispensable resource to both Lido clients and the Senior Wealth Manager.
Duties & Responsibilities
Serve as a 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 the collection of financial, investment, and tax related documents, completing financial analyses, and creating presentation and proposal materials.
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 from this requirement).
The ideal candidate is a self‑starter and team player who is comfortable taking initiative, technically strong with investments, has strong follow‑up skills, and has superior communication skills. Excellent written and verbal communication is a must.
Experience with Microsoft Excel.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
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.
#J-18808-Ljbffr
at
Lido Advisors, LLC Location: Chicago, IL
Salary: $90,000 – $110,000
The Wealth Manager is responsible for providing the highest level of wealth management services to Lido’s clients. Working hand‑in‑glove with the Senior Wealth Manager, this person must be detail‑oriented, analytical, and passionate about client service and investments. The Wealth Manager will directly support the Senior Wealth Manager’s existing book of clients, acting as an essential and indispensable resource to both Lido clients and the Senior Wealth Manager.
Duties & Responsibilities
Serve as a 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 the collection of financial, investment, and tax related documents, completing financial analyses, and creating presentation and proposal materials.
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 from this requirement).
The ideal candidate is a self‑starter and team player who is comfortable taking initiative, technically strong with investments, has strong follow‑up skills, and has superior communication skills. Excellent written and verbal communication is a must.
Experience with Microsoft Excel.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
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.
#J-18808-Ljbffr