Lido Advisors · 5 hours ago
Associate, Business Development (Wealth Advisor)
Atlanta, GA
Full-time
Onsite
Entry Level
1+ years expLido Advisors is an established and rapidly growing wealth management firm, seeking an Associate to join their Business Development team as a Wealth Advisor. The role focuses on supporting Senior Wealth Advisors by facilitating communication, preparing cases, coordinating client services, and engaging in business development activities.
Financial Services
Responsibilities
Initiate daily contact with centers of influence upon receiving new referrals, gather comprehensive background information, document interactions accurately in Salesforce, and coordinate introductory meetings based on advisor availability and geographic alignment
Participate actively in client and prospect meetings to gain practical experience in business processes, client interaction, and meeting leadership, aiming to independently manage prospective client meetings within approximately 18-24 months
Develop and nurture relationships with custodial representatives over time to increase referral generation
Deliver timely, professional follow-up communications post-meetings to provide updates on statuses, actions taken, and next steps, ensuring transparency by copying team members on all correspondence
Assist in comprehensive meeting preparations including proposals, meeting materials, and supporting documentation
Communicate proactively with Lido Tax to procure essential client tax documents, such as K-1 forms and related tax materials
Collaborate closely with Business Development team to evaluate and implement investment strategies, effectively manage liquidity, coordinate fund-raising efforts for alternative investments, and oversee options trading activities
Engage thoroughly with firm-provided training scripts and resources to enhance sales acumen and service proficiency
Uphold a high standard of responsiveness and professionalism by returning all phone inquiries the same day, thereby mitigating service delays and addressing potential complaints proactively
Qualification
Required
Bachelor's degree
1+ year of experience in the financial services industry or related field
1+ year of experience supporting a sales function or interest in pursuing a career in sales is a must
Series 65 or equivalent is required or must be attained within the timeframe determined by manager (CFP® registrants are exempt from this requirement)
Strong organizational skills, attention to detail, and capability to manage multiple priorities simultaneously
Exceptional interpersonal and communication skills
Preferred
Intermediate proficiency with Microsoft Excel and Salesforce is beneficial
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
Funding
Current Stage
Growth StageLeadership Team
Vivek Dhayagude
Chief Technology Officer
Stacy Beattie
Chief Operating Officer
Company data provided by crunchbase