Lido Advisors, LLC, an established and expanding wealth management firm, is looking for a Financial Planner to join its Advanced Wealth Planning Team. The Sr. Associate will have an opportunity to work with a growing and experienced financial planning team and report to the Director and Head of Advanced Wealth Planning.
Duties & Responsibilities
- Prepare and present cases on planning calls for both clients and prospects with assets from $5 million to $15 million
- Consult and develop financial plans and wealth management strategies based on client's financial and investment goals
- Participates in calls with senior planners and attends debrief sessions to give and receive constructive criticism; includes participating in role-play scenarios
- Continue to build upon knowledge of Lido’s tools, and all aspects of financial planning in general (tax, estate, insurance, investments, employee benefits, etc.)
- Meet with clients on an ongoing basis to review changes to their financial and personal situation
- Assist in developing content for webinars, Monday morning calls, and the Advanced Wealth Planning website
- Work alongside the marketing team to have articles published
- Effectively source business prospects and employ member acquisition techniques
- Assist in data gathering in anticipation of upcoming planning meetings
- Monitor and update client Financial Plans as needed
- Other duties as assigned
- Bachelor’s Degree
- Certified Financial Planning (CFP) Designation or pursuant of CFP
- Experience using eMoney
- Must be highly organized, technically strong, and be an enthusiastic, effective team player
- Ability to think strategically and creatively in a fast-paced environment
- Proven ability to self-start, take initiative, work collaboratively, and drive results
- Excellent written and verbal communication
- Experience with Excel/Word/Outlook/PowerPoint, with an emphasis on Excel
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.
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Lido has deep roots in the family office space in which teams of professionals are dedicated to managing the investment and financial life of a single ultra wealthy family. In 1999, we established our family office style approach with a mission to bring a similar holistic vision, multidisciplinary support, and advanced wealth management to high-net-worth and ultra-high-net-worth clients and families.
Since our founding as a Registered Investment Advisor, we have steadily evolved our robust in-house investment platform to provide sophisticated customized strategies and pooled investments, advanced options and alternative investments, as well as private equity, private debt, and other specialized opportunities. Our services include in-house and affiliated financial planning, tax consulting, and trust professionals to help clients maximize and protect their legacies.
Today, we are enjoying rapid growth in RUAM and clients, and have appeared in publications such as Forbes, Financial Advisor, and Barron’s, as well as on CNBC and other financial market media. Lido is headquartered in Los Angeles, California, with offices throughout the United States as we strategically expand our reach. We have an entrepreneurial, strong growth culture and proactive strategic partnerships driving our impressive year-over-year CAGR.
Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.
