Senior Wealth Manager
Description
Lido Advisors is a growing and established wealth management firm seeking an experienced Senior Wealth Manager to join our team. This individual will be responsible for delivering personalized, comprehensive wealth strategies and building long-term client relationships. The ideal candidate will have expertise in financial planning, including tax and estate planning, investment management, and asset allocation. Above all, you will provide exceptional service, being supported by your team as you grow and manage your own book of clients. At Lido Advisors, we pride ourselves on our entrepreneurial culture and commitment to providing best-in-class wealth advisory services. We offer a unique approach to wealth management, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Our flexible work environment encourages personal and professional growth, and we embrace a culture of collaboration and mutual support.
Key Responsibilities
- Provide Comprehensive Wealth Strategies
- Manage Client Relationships
- Collaborate with Investment Teams
- Collaborate with Client-Service Teams
- Direct Investment Deployments
- Prepare and Conduct Regular Portfolio Review Meetings
- Drive Business Growth
- CRM & Engagement Tracking
- Presentations & Business Development
- Referral Network Development
- Product & Policy Knowledge
Key Qualities & Skills
- Proven Success in Client Acquisition & Retention
- Expertise in Wealth Management & Investment Strategies
- Client-Centric Approach
- Financial Planning & Critical Thinking
- Independent & Results-Oriented
- Ethical Standards
Requirements
- Bachelor’s Degree in Finance, Business, or a related field.
- 7+ Years of experience in wealth management or a high-growth, entrepreneurial environment.
- Series 65 or equivalent required.
- 5+ Years of Current IAR Registration preferred.
- Strong interpersonal skills and the ability to work well with internal teams to achieve client and firm goals.
- Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly.
- Proficiency in Excel, Word, Outlook, Salesforce, and PowerPoint; experience with financial modeling and portfolio management tools is a plus.