Associate, Wealth Management
Lido Advisors, LLC, Dallas, TX, United States
Associate, Wealth Management
Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an Associate, Wealth Management.
As an Associate, Wealth Management you 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 supports personal and professional growth, a flexible work environment, and embraces a culture of supporting each other, our communities, and our clients!
Under the direction of the Market Leader and Senior Wealth Manager, the Associate is responsible for providing the highest level of wealth management support services to Lido's clients. Your passion for understanding investments and analytical work, acts as an essential and indispensable resource for Lido clients. Through frequent communication and collaboration, the Associate supports Senior Wealth Managers and Wealth Managers, partnering with them to manage and service client relationships. This is a hybrid role, working in the office 3-4 days per week, or at the discretion of the Senior Wealth Manager.
Responsibilities
Support the needs of our Sr. Wealth Managers, learn the Lido investment strategies, understand the client base by shadowing the Sr. Wealth Manager, resolving inquiries, providing analysis and cultivating relationships through superior client service
Receive/review prospect leads and set appointments for Sr. Wealth Managers
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
Requirements
Bachelor's degree
Courses completed in Finance, Financial Planning or Wealth Management or related field
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/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.
Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an Associate, Wealth Management.
As an Associate, Wealth Management you 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 supports personal and professional growth, a flexible work environment, and embraces a culture of supporting each other, our communities, and our clients!
Under the direction of the Market Leader and Senior Wealth Manager, the Associate is responsible for providing the highest level of wealth management support services to Lido's clients. Your passion for understanding investments and analytical work, acts as an essential and indispensable resource for Lido clients. Through frequent communication and collaboration, the Associate supports Senior Wealth Managers and Wealth Managers, partnering with them to manage and service client relationships. This is a hybrid role, working in the office 3-4 days per week, or at the discretion of the Senior Wealth Manager.
Responsibilities
Support the needs of our Sr. Wealth Managers, learn the Lido investment strategies, understand the client base by shadowing the Sr. Wealth Manager, resolving inquiries, providing analysis and cultivating relationships through superior client service
Receive/review prospect leads and set appointments for Sr. Wealth Managers
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
Requirements
Bachelor's degree
Courses completed in Finance, Financial Planning or Wealth Management or related field
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/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.