Lido Advisors, LLC logo
Lido Advisors, LLC

Lido’s mission is to provide clients with advanced wealth management and comprehensive, holistic financial services.

Senior Associate, Advanced Wealth Planning

GeneralGeneralFull TimeRemoteSeniorTeam 201-500Since 1999H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

23 days ago

Salary

0

Seniority

Senior

Bachelor DegreeEnglish

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.

Related Categories

Related Job Pages

More General Jobs

IT Coalition logo

Courtroom Presentation Specialist

IT Coalition

One Vision. One Mission. One Team.

General23 days ago
Full TimeRemoteTeam 501-1,000Since 2006H1B No Sponsor

• Works with the trial team, including expert witnesses, to develop plans for trial or hearings using a courtroom presentation system • Prepares exhibit images for particular uses (e.g. zooming in on or highlighting a particular paragraph, or setting up two exhibits side by side on the screen) • Develops simple graphic images/exhibits using standard off-the-shelf software packages • Advises attorneys on the effectiveness of certain exhibits or sequences of exhibits • Is responsible for the smooth operation of the presentation system in the courtroom • Digitizes audio and video clips • Synchronizes clips with written transcripts

Virginia
Voices logo

Team Lead, Dataset

Voices

The world’s #1 Voice Marketplace, helping brands find professionals online to bring their projects to life.

General23 days ago
Full TimeRemoteTeam 51-200H1B Sponsor

• Own and Manage Account Delivery: Take full end-to-end ownership of an established hyperscale customer account • Lead and Develop the Delivery Team: Directly manage and support the delivery team responsible for the account • Drive Delivery Excellence and Mitigate Risk: Take full ownership of day-to-day account execution • Optimise and Standardise Delivery Processes: Identify opportunities to optimise existing delivery processes

Spain
€38K - €60K / year
Kier + Wright logo

Senior Survey Technician

Kier + Wright

Excellence in engineering since 1972.

General23 days ago
Full TimeRemoteTeam 201-500Since 1972H1B No Sponsor

• Prepare high-quality survey deliverables, including: Topographic surveys, ALTA/NSPS Land Title Surveys, Exhibits, plats, and supplemental drawings • Generate accurate surfaces, contours, and terrain models using AutoCAD Civil 3D • Produce CAD drawings that meet company drafting standards and industry requirements • Create 3D models and surfaces from point cloud data, lidar, or photogrammetric sources • Perform field-to-office data reduction, data cleanup, and precise plotting of survey points • Review own work for accuracy, completeness, and compliance with applicable standards • Review and interpret Title reports, CC&Rs, Agreements, dedications, vacations, Easement documents • Calculate and plot boundary lines, easements, right-of-way features, and property dimensions • Assist in resolving boundary elements using accepted surveying principles and legal frameworks • Research property information, including deeds, Records of Survey, tract maps, parcel maps, and as-built documentation • Process GPS and conventional field data using Trimble Business Center and other survey software • Adjust and verify control networks; perform coordinate transformations under supervision • Ensure correct application of coding conventions, attribute data, and quality checks • Conduct limited field checks or site visits to verify critical information • Other duties as assigned.

California
$38 - $46 / hour
Full TimeRemoteTeam 501-1,000Since 2012H1B No Sponsor

• Engage with healthcare professionals and key opinion leaders (KOLs) through regular field visits, scientific discussions, and educational interactions • Represent the company at regional and international congresses, conferences, and scientific meetings • Deliver scientific and medical education to surgeons and healthcare professionals, both in-person and virtually • Develop and maintain strong, trusted relationships with KOLs and clinical experts • Gather and communicate insights from the field to support Medical Affairs strategy and identify clinical opportunities • Provide accurate, evidence-based responses to scientific and medical inquiries • Support the development of scientific materials and presentations for internal and external stakeholders • Contribute to publications, abstracts, and scientific communications • Support Clinical and Regulatory teams by providing scientific and clinical input when needed • Collaborate cross-functionally with Clinical, Regulatory, Commercial, and Medical Education teams

Poland