Lido Advisors, LLC
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.
SVP, Advanced Wealth Planning
🔥 4 hours ago
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
Lido Advisors, LLC
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
• 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
Apply NowSimilar Jobs
🔥 7 hours ago
Market Vice President leading service operations and customer relations in healthcare for Great Lakes/Ohio Valley regions. Driving business performance and profitability with strong leadership skills.
🇺🇸 United States – Remote
💵 $172.7k - $237.4k / year
💰 $1.5M Grant on 2021-05
⏰ Full Time
🔴 Lead
👔 Vice President
🔥 9 hours ago
Vice President managing sales strategy and financial planning adoption for financial advisors in California, Nevada, Hawaii, and Alaska. Promoting the firm’s advisory platform and technology.
🔥 9 hours ago
Vice President, Regional Advisory Consultant overseeing sales strategy and financial planning adoption across multiple states. Engaging advisors and facilitating the growth of advisory businesses through strategic interactions and collaborations.
🔥 10 hours ago
Market Vice President overseeing service operations and financial management for healthcare in Great Lakes/Ohio Valley. Leading teams and delivering outstanding customer experiences across multiple states.
🇺🇸 United States – Remote
💵 $172.7k - $237.4k / year
💰 $1.5M Grant on 2021-05
⏰ Full Time
🔴 Lead
👔 Vice President
🔥 13 hours ago
Vice President of Performance at IKS Health advising clients on operational success. Leading initiatives in value-based care financial success and risk adjustment.
