Associate, Business Development (Wealth Advisor)

Job description

Description Lido Advisors, LLC, an established and rapidly growing wealth management firm, is seeking an Associate to join our Business Development team as a Wealth Advisor to make an immediate impact expanding our reach. The Wealth Advisor plays a crucial role in supporting sales-focused Senior Wealth Advisors teams by facilitating efficient communication, meticulous case preparation, client service coordination, and business development activities. This position serves as the primary liaison for third-party custodian representatives, coordinates prospective client interactions, assists in portfolio reviews, and contributes actively to growing relationships with prospects and centers of influence. The ideal candidate is detail-oriented, highly organized, committed to professional growth within wealth management, and has an interest in progressing into a Junior Business Development Officer role, with the ultimate objective of independently building and managing prospective client relationships and closing business. Key Responsibilities: - Initiate daily contact with centers of influence upon receiving new referrals, gather comprehensive background information, document interactions...