Senior VP, Elite Wealth & Estate Planning

Lido Advisors, LLC; United States; Hybrid; USD 150,000 - 200,000; Full time

Job summary

Lido Advisors, LLC is seeking a Senior Vice President for its Advanced Wealth Planning team. This role involves collaborating with tax, estate, investment, and trust teams to provide comprehensive financial planning for high-net-worth clients.

The ideal candidate will have over 5 years of experience in financial planning, preferably with a JD, and will focus on developing strategies for clients within the $15M-$50M net worth range.

Qualifications

• 5+ years of experience in financial planning/estate planning.
• JD preferred.
• Experience with eMoney Advisor.
• Experience with complex estate planning.

Responsibilities

• Complete client data-gathering and input data into financial planning software.
• Construct comprehensive financial plans and develop clear strategies.
• Articulate planning recommendations to clients in an approachable manner.
• Summarize estate planning documents and educate clients on strategies.
• Stay informed about current financial planning developments and tax law changes.

Job description

Lido Advisors, LLC is seeking a Senior Vice President for its Advanced Wealth Planning team. This role involves collaborating with tax, estate, investment, and trust teams to provide comprehensive financial planning for high-net-worth clients.

The ideal candidate will have over 5 years of experience in financial planning, preferably with a JD, and will focus on developing strategies for clients within the $15M-$50M net worth range.