Senior Associate, Advanced Wealth Planning
Lido Advisors, LLCUnited States
Posted October 1, 2025
Full Time
About the Company
Lido Advisors, LLC is an expanding wealth management firm that provides comprehensive financial planning, wealth management, and investment advisory services to high-net-worth clients. The firm specializes in advanced wealth planning, legacy and estate strategies, and offers in-house investment and margin management solutions.
Job Description
Lido Advisors, LLC is seeking a Financial Planner to join its Advanced Wealth Planning Team. This role involves preparing and presenting plans, developing financial strategies, and providing ongoing support to clients. The team has a growing experienced financial planning team and reports to the Director and Head of Advanced Wealth Planning.
Requirements
- Prepare and present financial plans and wealth management strategies.
- Consult and develop financial plans based on client financial goals.
- Participate in debrief sessions and provide constructive criticism.
- Actively source business prospects.
- Assist in developing content for webinars and the Advanced Wealth Planning website.
- Assist in data gathering and client planning updates.