Lido Advisors, LLC

Associate, Business Development – Wealth Advisor

Lido Advisors, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Century City • California • United States

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Salary

💰 $75,000 - $100,000 per year

About the role

  • Initiate daily contact with centers of influence upon receiving new referrals
  • Gather comprehensive background information, document interactions accurately in Salesforce
  • Coordinate introductory meetings based on advisor availability and geographic alignment
  • Participate actively in client and prospect meetings to gain practical experience in business processes
  • Develop and nurture relationships with custodial representatives over time
  • Deliver timely, professional follow-up communications post-meetings
  • Assist in comprehensive meeting preparations including proposals, meeting materials, and supporting documentation
  • Communicate proactively with Lido Tax to procure essential client tax documents
  • Collaborate closely with Business Development team to evaluate and implement investment strategies
  • 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

Requirements

  • 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
  • Intermediate proficiency with Microsoft Excel and Salesforce is beneficial
Benefits
  • Professional growth opportunities
  • Equal opportunity employer
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
SalesforceMicrosoft Excelsales acumeninvestment strategies
Soft Skills
organizational skillsattention to detailinterpersonal skillscommunication skillsresponsivenessprofessionalism
Certifications
Bachelor’s degreeSeries 65