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Lido Advisors, LLC
Lido Advisors, LLC
201 – 500 Xodimlar
KonsaltingMoliyaSug‘urta
Lido Advisors, LLC yuqori sof boylikka ega shaxslar, tadbirkorlar, xayriya tashkilotlari va media sohasi vakillariga shaxsiylashtirilgan oilaviy ofis yondashuvi orqali xizmat ko‘rsatuvchi boylikni boshqarish kompaniyasidir. 1999-yilda tashkil etilgan kompaniya mijozlarga boyligini himoya qilish, ko‘paytirish va saqlab qolishda yordam berish uchun moliyaviy rejalashtirish, investitsiyalarni boshqarish hamda strategik soliq va merosni rejalashtirish bo‘yicha muvofiqlashtirishni birlashtiradi. Lido 20 milliard AQSh dollaridan ortiq aktivlarni boshqaradi va mijozlarga o‘z xizmat doirasidan tashqari xizmatlar kerak bo‘lganda, hamkor yuridik va soliq mutaxassislari bilan ishlaydi. Amerika Qo‘shma Shtatlari bo‘ylab 33 ta ofisda faoliyat yuritadigan va 201–500 nafar xodimga ega Lido Advisors xususiy boylikni boshqarish, moliya, konsalting va turdosh xizmatlar sohalarida turli imkoniyatlarni taqdim etadi.
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Kompaniyadagi ish o‘rinlari

Vice President, Client Relationship Manager – Lido Advisors (Hybrid, Century City)

Manage client relationships, financial analyses, trades, and investment activity for Lido Advisors’ wealth-management clients. This hybrid Century City position supports a Senior Wealth Manager.

USAmerika Qo‘shma ShtatlariCAKaliforniya
90 000 $ – 110 000 $ / yil
GibridTo‘liq stavkaYetakchiTalab Qilinadigan Til: inglizchaMijozlar bilan ishlash menejeriSotuv

Tavsif

  • Act as the primary contact for the Senior Wealth Manager’s client portfolio
  • Anticipate client needs and resolve questions with timely, thoughtful responses
  • Strengthen client relationships through responsive service and consistent follow-up
  • Develop meeting information and presentations for prospective and existing clients
  • Gather financial, investment, and tax documentation
  • Perform financial analyses and prepare proposal and presentation materials
  • Coordinate investment funding for new allocations and portfolio rebalancing
  • Execute and reconcile trades under the Senior Wealth Manager’s direction
  • Support clients with cash management needs
  • Stay current on investment strategies while following allocation and compliance policies
  • Arrange appointments with prospective and existing clients
  • Record calls, meeting notes, and daily tasks in the relationship management system
  • Create reports and materials for client review meetings
  • Travel to client meetings when required

Talablar

  • Bachelor’s degree
  • At least two years of experience in wealth management or a related field
  • At least two years of experience in a client-facing role
  • At least two years of current, consecutive IAR registration
  • Series 65 or equivalent, either already held or obtained within the manager’s specified timeframe; CFP® registrants are exempt
  • Demonstrated initiative, self-direction, and ability to collaborate as part of a team
  • Strong knowledge of investments
  • Consistent and effective follow-up skills
  • Excellent written and verbal communication
  • Experience using Microsoft Excel

Imtiyozlar

  • Flexible work environment
  • Support for personal and professional development
  • A culture centered on supporting colleagues, communities, and clients

O‘xshash ish o‘rinlari

Johnson & Johnson

Oncology Area Business Specialist, Hematology — New England East

Johnson & Johnson
H1B vizasi homiysiBiotexnologiyaFarmatsevtika mahsulotlariSog‘liqni saqlash
USAmerika Qo‘shma ShtatlariCTKonnektikutMAMassachusetsNHNyu-HempshirRIRod-Aylend
111 000 $ – 178 250 $ / yil
MasofaviyTo‘liq stavkaO‘rta darajaSeniorTalab Qilinadigan Til: inglizchaIjrochi mutaxassis

Support hematology accounts across New England East by educating providers and strengthening operational, reimbursement, and patient care strategies for Johnson & Johnson therapies.

Ochish