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, input data into financial planning software (eMoney), collaborate with L-Tax, estate, and trust colleagues, as well as advisors on plan design, and create plan summaries. • Construct comprehensive financial plans and develop a set of clear and actionable strategies for the client. • Clearly articulate planning recommendations while presenting the financial plan to clients in an approachable manner. • Summarize estate planning documents and educate clients and prospects on various estate planning strategies in a clear and concise manner. • Demonstrate an understanding of increasingly complex financial planning concepts and stay informed about current financial planning developments and tax law changes.
🎯 Requirements
• Bachelor’s degree • 5+ years of experience in financial planning/estate planning • CFP® designation • Experience with eMoney Advisor • Experience with complex estate planning
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