Wealth Advisor

Provide Comprehensive Wealth Strategies: Deliver a high level of individualized, comprehensive investment and wealth strategies tailored to each client’s goals and objectives. Manage Client Relationships: Anticipate client needs, resolve inquiries, and ensure client portfolios remain aligned with their financial objectives. Collaborate with Investment Teams: Work closely with portfolio managers and other investment professionals to meet clients’ financial goals and leverage the full suite of Lido Advisors’ services. Collaborate with Client-Service Teams: Work closely with junior team members to onboard new clients and manage existing client relationships. Direct Investment Deployments: Lead the deployment of investments for new client allocations and manage portfolio rebalances. Client Reviews & Reporting: Prepare and conduct regular portfolio review meetings to assess performance and adjust strategies as needed. Drive Business Growth: Proactively seek opportunities to increase client wallet share by identifying additional wealth management needs. CRM & Engagement Tracking: Maintain and track all prospect and client engagement in the firm’s CRM, ensuring timely follow-up and action on all opportunities. Presentations & Business Development: Partner with Senior Wealth Advisors to deliver compelling presentations to prospects and assist in converting them into clients. Referral Network Development: Build and cultivate a network of referral sources to expand business development opportunities. Product & Policy Knowledge: Maintain an in-depth knowledge of Lido Advisors’ products and services and ensure adherence to allocation policies and best practices. 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. Core Competencies Demonstrates expertise in delivering comprehensive wealth strategies and managing client relationships, with a strong focus on investment deployment and portfolio management. Proficient in utilizing CRM systems and financial modeling tools to drive business growth and enhance client engagement. Highest-signal resume keywords Wealth Management Client Relationship Management Investment Deployment Financial Modeling Series 65 Certification ATS Optimization Keywords Hard Skills Financial Analysis Portfolio Management Investment Strategy Development Client Onboarding Business Development Soft Skills Interpersonal Skills Communication Skills Team Collaboration Problem Solving Certifications & Qualifications Series 65 IAR Registration Industry Keywords Wealth Strategies Client Portfolios Investment Professionals Referral Network Financial Objectives Tools & Technologies Salesforce Excel Word Outlook PowerPoint #J-18808-Ljbffr