Lido’s mission is to provide clients with advanced wealth management and comprehensive, holistic financial services.
Senior Associate, Advanced Wealth Planning
Location
United States
Posted
23 days ago
Salary
0
Seniority
Senior
Job Description
Senior Associate, Advanced Wealth Planning
Lido Advisors, LLC
• 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
Job Requirements
- 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.
Benefits
- 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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