Senior Wealth Planner, Advanced 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

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.