Wealth Planning Paraplanner — Strategic Support

Lido Advisors; United States; On-site; USD 55,000 - 75,000; Full time

Job summary

Lido Advisors, LLC, an established and expanding wealth management firm, is looking for a Paraplanner to join its Advanced Wealth Planning Team. The Paraplanner will assist in all facets of our planning process.

The successful candidate will contribute to the development and implementation of financial plans, support research for client plans, and help prepare for planning meetings while maintaining up-to-date client data and documentation.

Qualifications

• Bachelor’s degree required.
• Experience with Excel, Word, Outlook and PowerPoint is needed, with emphasis on Excel.
• Excellent written and verbal communication skills.
• Strong organizational and teamwork abilities.
• Ability to think strategically in a fast-paced environment.
• Self-motivated and able to take initiative.

Responsibilities

• Contribute to the development and implementation of financial plans for clients
• Support the wealth planning team through financial planning research unique to each client
• Make requests for updates to client documents, records, and information
• Assist in data gathering and data entry into software in anticipation of upcoming planning meetings
• Monitor and update client Financial Plans as needed
• Other duties as assigned

Skills

Written & verbal communication

Organizational skills

Team player

Self-motivated

Strategic thinking

Education

Bachelor's Degree

Tools

Excel

Word

Outlook

PowerPoint

Job description

Lido Advisors, LLC, an established and expanding wealth management firm, is looking for a Paraplanner to join its Advanced Wealth Planning Team. The Paraplanner will assist in all facets of our planning process.

The successful candidate will contribute to the development and implementation of financial plans, support research for client plans, and help prepare for planning meetings while maintaining up-to-date client data and documentation.