Paraplanner

Lido Advisors, LLC; Northern (KY); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Lido Advisors, LLC, a wealth management firm, is seeking a Paraplanner to join its Advanced Wealth Planning Team. The Paraplanner will assist in all facets of our planning process.

Duties include developing and implementing financial plans, supporting the planning team with research, updating client documents, preparing for meetings, data gathering, and monitoring client plans. A Bachelor’s Degree and strong communication skills are required.

Qualifications

• Bachelor’s Degree required.
• Strong written and verbal communication skills.
• Experience with Microsoft Office suite (Excel emphasis).
• Highly organized, technically strong, and a collaborative team player.
• Ability to think strategically and creatively in a fast-paced environment.
• Proactive, self-starting, and driven to achieve results.

Responsibilities

• Contribute to development and implementation of client financial plans.
• Support wealth planning team with research unique to each client.
• Request updates to client documents and information.
• Prepare for client meetings including client communication.
• Assist in data gathering and data entry into planning software.
• Monitor and update client financial plans as needed.
• Perform other duties as assigned.

Skills

Excel proficiency

Communication

Team player

Self-start

Strategic thinking

Organizational skills

Education

Bachelor’s Degree

Tools

Excel

Word

Outlook

PowerPoint

Job description

Lido Advisors, LLC, an established and expanding wealth management firm, is looking for a Paraplanner to join its Advanced Wealth Planning Team. The Paraplanner will assist in all facets of our planning process.

Duties & Responsibilities

• 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 to include 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
• 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/PowerPoint, with an emphasis on Excel
• 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

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.