Lido Advisors, LLC
201 - 500 employees
Founded 1999
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Lido Advisors, LLC is a wealth management firm that offers a sophisticated and personalized family office experience to clients, focusing on protecting, growing, and preserving their wealth. Established in 1999, Lido manages over $20 billion in assets and provides advanced financial planning, investment management, and strategic tax and estate planning services, primarily for high-net-worth individuals, entrepreneurs, charities, and media personalities. Although they do not provide direct legal or tax advice, they work closely with affiliated professionals to offer comprehensive financial solutions. Lido's unique value proposition lies in its accessible family office model and its dedication to personalized client service. With 33 offices across the United States, Lido Advisors is one of the nation's fastest-growing private wealth management companies.
SVP, Advanced Wealth Planning
🕒 June 12
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Lido Advisors, LLC
201 - 500 employees
Founded 1999
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Lido Advisors, LLC is a wealth management firm that offers a sophisticated and personalized family office experience to clients, focusing on protecting, growing, and preserving their wealth. Established in 1999, Lido manages over $20 billion in assets and provides advanced financial planning, investment management, and strategic tax and estate planning services, primarily for high-net-worth individuals, entrepreneurs, charities, and media personalities. Although they do not provide direct legal or tax advice, they work closely with affiliated professionals to offer comprehensive financial solutions. Lido's unique value proposition lies in its accessible family office model and its dedication to personalized client service. With 33 offices across the United States, Lido Advisors is one of the nation's fastest-growing private wealth management companies.
📋 Description
• Complete client data-gathering and input data into eMoney financial planning software • Collaborate with tax, estate, trust, and advisory colleagues on plan design • Create plan summaries • Construct comprehensive financial plans and develop clear, actionable client strategies • Focus on estate planning, philanthropic planning, tax mitigation, and risk management • Present financial plans and clearly articulate recommendations to clients • Summarize estate planning documents • Educate clients and prospects on estate planning strategies • Stay informed about financial planning developments and tax law changes
🎯 Requirements
• Bachelor’s degree • 5+ years of experience in financial planning/estate planning • CFP® designation • JD preferred • Experience with eMoney Advisor • Experience with complex estate planning
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