Lido Advisors · 2 days ago
Wealth Manager
Chicago, IL
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $110K/yr
5+ years expLido Advisors is dedicated to providing exceptional wealth management services to its clients. The Wealth Manager will support the Senior Wealth Manager by managing client relationships, preparing financial analyses, and coordinating investments to ensure client needs are met effectively.
Financial Services
Responsibilities
Serve as a main point of contact for the Senior Wealth Manager’s client base; anticipating client needs, addressing and resolving client questions or inquiries, and cultivating 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 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
Qualification
Required
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
Company
Lido Advisors
Lido has deep roots in the family office space in which teams of professionals are dedicated to managing the investment and financial life of a single ultra wealthy family.
201-500 employees
H1B Sponsorship
Lido Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2022 (1)
Funding
Current Stage
Growth StageLeadership Team
Vivek Dhayagude
Chief Technology Officer
Stacy Beattie
Chief Operating Officer
Company data provided by crunchbase