Wealth Manager

Wealth Manager

Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Wealth Manager. The role is a hybrid position, working in the office 3-4 days per week or at the discretion of the Senior Wealth Manager.

• Serve as main point of contact for the Senior Wealth Manager’s client base; anticipate client needs, address and resolve client questions, and cultivate deep relationships through superior client service.
• Prepare information and presentations for prospective and existing client meetings, including collecting financial, investment and tax related documents, completing financial analyses, and creating presentation and proposal materials.
• Coordinate 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 for investment requirements.
• Maintain 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 completion of daily tasks in the firm’s relationship management system.
• Prepare reports and materials for client reviews.
• Travel for client meetings as needed.

• Bachelor’s degree required.
• 2+ years of experience in the wealth management industry or related field.
• Series 65 or 66 required or must be attained within the timeframe determined by manager. CFP® registrants are exempt.
• Self‑starter and team player, comfortable taking initiative, with strong follow‑up and communication skills.
• Ability to think ahead and solve for future roadblocks.
• Strong experience with Microsoft Excel; familiarity with Microsoft Office and Salesforce is a plus.

Lido offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients. Benefits include hybrid work model, career development opportunities, and a collaborative culture.

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.