Senior Associate, Advanced Wealth Planning

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Lido Advisors, LLC

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1999

💸 Finance

👥 B2C

Finance • B2C

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

• Prepare and present cases on planning calls for both clients and prospects with assets from $5 million to $15 million • Consult and develop financial plans and wealth management strategies based on client's financial and investment goals • Participates in calls with senior planners and attends debrief sessions to give and receive constructive criticism; includes participating in role-play scenarios • Continue to build upon knowledge of Lido’s tools, and all aspects of financial planning in general (tax, estate, insurance, investments, employee benefits, etc.) • Meet with clients on an ongoing basis to review changes to their financial and personal situation • Assist in developing content for webinars, Monday morning calls, and the Advanced Wealth Planning website • Work alongside the marketing team to have articles published • Effectively source business prospects and employ member acquisition techniques • Assist in data gathering in anticipation of upcoming planning meetings • Monitor and update client Financial Plans as needed • Other duties as assigned

🎯 Requirements

• Bachelor’s Degree • Certified Financial Planning (CFP) Designation or pursuant of CFP • Experience using eMoney • Must be highly organized, technically strong, and be an enthusiastic, 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 • Excellent written and verbal communication • Experience with Excel/Word/Outlook/PowerPoint, with an emphasis on Excel.

🏖️ Benefits

• We are an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state, or local law. • In addition, we do not discriminate against qualified applicants with arrest or conviction records.