Vice President, Advanced Wealth Solutions

Lido Advisors, LLC; Dallas (TX); On-site; USD 120,000 - 190,000; Full time

Job summary

Lido Advisors, LLC in Dallas, TX seeks a Vice President to lead the Advanced Wealth Solutions team, delivering comprehensive planning for high-net-worth clients.

You will collaborate with tax, estate, investment, and trust colleagues to design and present plans, focusing on complex planning needs and building strong client relationships.

Qualifications

• 10+ years of experience in financial planning/estate planning.
• Experience with eMoney Advisor.
• Experience with Holistiplan preferred.

Responsibilities

• Complete client data-gathering and input data into eMoney planning software.
• Collaborate with LTAX, estate, and trust colleagues; design plans with advisors.
• Create plan summaries and clearly articulate recommendations to clients.
• Stay informed about advanced financial planning concepts and tax law changes.

Education

10+ years experience in financial planning/estate planning

Tools

eMoney Advisor

Holistiplan

Job description

All Jobs > Vice President, Advanced Wealth Solutions

Vice President, Advanced Wealth Solutions
Dallas, TX

Description

Lido Advisors, LLC, a well-established and rapidly growing wealth management firm, is looking for an experienced and knowledgeable Vice President to join our dynamic Advanced Wealth Solutions 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 Vice President will be responsible for financial planning for clients and prospects within the $15M-$30M 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 and possess the capabilities to assist Lido Advisors in attracting prospects with more complex planning needs.

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.
• Demonstrate an understanding of increasingly complex financial planning concepts and stay informed about current financial planning developments and tax law changes.

Requirements

• 10+ years of experience in financial planning/estate planning
• Experience with eMoney Advisor
• Experience with Holistiplan (preferred)

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.