Senior Associate, Advanced Wealth Planning

Lido Advisors, LLC; United States; On-site; USD 75,000 - 95,000; Full time

Job summary

Une entreprise de gestion de patrimoine établit et en pleine expansion, Lido Advisors, LLC, recherche un Senior Associate pour rejoindre son équipe de planification financière avancée. Dans ce rôle, vous travaillerez avec une équipe de professionnels, soutiendrez le développement de plans financiers et participerez à des interactions avec les clients pour atteindre leurs objectifs d'investissement.

Qualifications

• Baccalauréat requis, avec une désignation CFP souhaitée.
• Expérience dans la planification financière et l'utilisation d'eMoney.
• Capacité à penser stratégiquement et travailler en équipe.

Responsibilities

• Préparer et présenter des cas pour des clients avec des actifs de 5 à 15 millions de dollars.
• Développer des stratégies de planification financière basées sur les objectifs des clients.
• Assister aux appels avec des planificateurs seniors et participer à la rétroaction.

Skills

Organized

Verbal Communication

Written Communication

Strategic Thinking

Creative Thinking

Initiative

Team Player

Education

Bachelor’s Degree

Certified Financial Planner (CFP) Designation or in pursuit

Tools

eMoney

Excel

Word

Outlook

PowerPoint

Job description

Senior Associate, Advanced Wealth Planning

Join to apply for the Senior Associate, Advanced Wealth Planning role at Lido Advisors, LLC

Senior Associate, Advanced Wealth Planning

Join to apply for the Senior Associate, Advanced Wealth Planning role at Lido Advisors, LLC

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Description

Lido Advisors, LLC, an established and expanding wealth management firm, is looking for a Financial Planner to join its Advanced Wealth Planning Team. The Sr. Associate will have an opportunity to work with a growing and experienced financial planning team and report to the Director and Head of Advanced Wealth Planning.

Description

Lido Advisors, LLC, an established and expanding wealth management firm, is looking for a Financial Planner to join its Advanced Wealth Planning Team. The Sr. Associate will have an opportunity to work with a growing and experienced financial planning team and report to the Director and Head of Advanced Wealth Planning.

Duties & Responsibilities

• 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
  
  

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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