Lido Advisors · 19 hours ago
Wealth Manager
Dallas, TX
Full-time
Hybrid
Mid Level
4+ years expLido Advisors, LLC is an established and expanding wealth management firm seeking an experienced Wealth Manager. The Wealth Manager will provide top-tier wealth management services, support the Senior Wealth Manager, and maintain strong client relationships.
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 required
4+ years of experience in the wealth management industry or related field
Series 65 or 66 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
Ability to think ahead and solve for future roadblocks
Strong experience with Microsoft Excel
Preferred
Familiarity with Microsoft Office systems
Familiarity with Salesforce
Benefits
Flexible work environment
Supports personal and professional growth
Embraces a culture of supporting each other, our communities, and our clients
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