Senior Associate, Advanced Wealth Planning

🕒 June 25

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

👻 Ghost score 31%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Lido Advisors, LLC

WebsiteLinkedInAll Job Openings

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

• Prepare and present cases on planning calls for clients and prospects with assets from $5 million to $15 million • Consult and develop financial plans and wealth management strategies based on clients’ financial and investment goals • Participate in calls with senior planners and attend debrief sessions to give and receive constructive criticism, including role-play scenarios • Build knowledge of Lido’s tools and financial planning areas including tax, estate, insurance, investments, and employee benefits • Meet with clients to review changes to their financial and personal situations • Assist in developing content for webinars, Monday morning calls, and the Advanced Wealth Planning website • Work alongside the marketing team to publish articles • Source business prospects and employ member acquisition techniques • Assist with data gathering for upcoming planning meetings • Monitor and update client financial plans as needed • Perform 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