Senior Associate, Advanced Wealth Planning

Lido Advisors; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

Lido Advisors, LLC is seeking a Financial Planner to join its Advanced Wealth Planning Team. The Sr.

Associate will report to the Director and Head of Advanced Wealth Planning and collaborate with an experienced planning group. Responsibilities include preparing cases for clients with $5M–$15M in assets, developing comprehensive plans, and contributing to webinars and content for the Advanced Wealth Planning website.

Qualifications

• Bachelor's Degree required.
• CFP Designation or pursuing CFP required.
• Experience using eMoney.
• Highly organized, technically strong, team player.
• Ability to think strategically and creatively in a fast-paced environment.
• Self-starting, initiative, collaborative, results-driven.
• Excellent written and verbal communication.
• Proficiency in Excel/Word/Outlook/PowerPoint.

Responsibilities

• Prepare and present cases on planning calls for clients and prospects with assets from $5M to $15M.
• Develop financial plans and wealth management strategies aligned with client goals.
• Participate in calls with senior planners and debrief sessions to receive feedback.
• Expand knowledge of tools and all aspects of financial planning (tax, estate, investments, etc.).
• Meet with clients regularly to review changes to their financial/personal situations.
• Contribute content for webinars, weekly calls, and the Advanced Wealth Planning website.

Skills

Organizational skills

Strategic thinking

Excellent communication

Team collaboration

Self-motivation

Education

Bachelor's Degree

Tools

eMoney

Excel

Job description

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.