SVP, Advanced Wealth 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

All Jobs > SVP, Advanced Wealth Planning

Lido Advisors, LLC, a well-established and rapidly growing wealth management firm, is looking for an experienced and knowledgeable Senior Vice President to join our dynamic Advanced Wealth Planning team.

The individual will be part of a growing team within Lido Advisors financial planning department, working in coordination with Lido’s tax, estate, investment, and trust teams. The Senior Vice President will be responsible for financial planning for clients and prospects within the $15M-$50M net worth range, with a focus on building deeper and more meaningful relationships with families through ongoing, personalized, and comprehensive planning strategies.

The ideal candidate will concentrate on high-net-worth individuals with estate tax issues and possess the capabilities to assist Lido Advisors in attracting prospects with more complex planning needs.

Duties and Responsibilities

• Complete client data-gathering, input data into financial planning software (eMoney), collaborate with L-Tax, estate, and trust colleagues, as well as advisors on plan design, and create plan summaries.
• Construct comprehensive financial plans and develop a set of clear and actionable strategies for the client. Areas of emphasis include estate planning, philanthropic planning, tax mitigation, and risk management.
• Clearly articulate planning recommendations while presenting the financial plan to clients in an approachable manner.
• Summarize estate planning documents and educate clients and prospects on various estate planning strategies in a clear and concise manner.
• Demonstrate an understanding of increasingly complex financial planning concepts and stay informed about current financial planning developments and tax law changes.

Requirements

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

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.