Lido Advisors · 3 hours ago
Associate, Wealth Management
Dallas, TX
Full-time
Hybrid
New Grad, Entry LevelLido Advisors is an established and expanding wealth management firm seeking to hire an Associate in Wealth Management. This role focuses on providing high-level support to clients and assisting Senior Wealth Managers in managing client relationships and investments.
Financial Services
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
Qualification
Required
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
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.
Founded in 1999
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Vivek Dhayagude
Chief Technology Officer
Stacy Beattie
Chief Operating Officer
Company data provided by crunchbase