Senior Associate, Advanced Wealth Planning

About the role

Lido Advisors, LLC, an established and expanding wealth management firm, is seeking a Financial Planner to join its Advanced Wealth Planning Team. The Senior Associate will work with a growing and experienced financial planning team and report to the Director and Head of Advanced Wealth Planning.

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.
• Participate in calls with senior planners and attend 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.

Requirements

• Bachelor’s Degree.
• Certified Financial Planning (CFP) Designation or pursuit of CFP.
• Experience using eMoney.
• Must be highly organized, technically strong, and 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.