Lido Advisors, LLC
201 - 500 employees
Founded 1999
đź’Ľ Consulting
🛡️ Insurance
đź’¸ 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.
Paraplanner
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Lido Advisors, LLC
201 - 500 employees
Founded 1999
đź’Ľ Consulting
🛡️ Insurance
đź’¸ 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.
đź“‹ Description
• Contribute to the development and implementation of financial plans for clients • Support the wealth planning team through financial planning research unique to each client • Make requests for updates to client documents, records, and information • Facilitate preparation for client meetings, including client communication • Assist in data gathering and data entry into software in anticipation of upcoming planning meetings • Monitor and update client Financial Plans as needed • Perform other duties as assigned
🎯 Requirements
• Bachelor’s Degree • A passion for the wealth management industry • Strong written and verbal communication skills • Experience with Excel, Word, Outlook, and PowerPoint, with an emphasis on Excel • Must be highly organized and technically strong • Enthusiastic and effective team player • Ability to think strategically and creatively in a fast-paced environment • Proven ability to self-start, take initiative, work collaboratively, and drive results
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🇺🇸 United States – Remote
đź’µ $70k - $100k / year
⏰ Full Time
🟡 Mid-level
đźź Senior
🦅 H1B Visa Sponsor
