SVP, Advanced Wealth Planning
Lido Advisors, LLCUnited States
Posted December 4, 2025
Full Time
About the Company
A well-established and rapidly growing wealth management firm.
Job Description
Lido Advisors, LLC is looking for a Senior Vice President to join their Advanced Wealth Planning team. The ideal candidate will work with high-net-worth individuals with estate tax issues and possess the capabilities to attract prospects with complex planning needs.
Requirements
- Bachelor’s degree
- 5+ years of experience in financial planning/estate planning
- CFP designation
- Experience with eMoney Advisor
- Experience with complex estate planning
