Key Facts

Remote From:

Full time

Senior (5-10 years)

Hard Skills

Financial Management Estate Planning Cross-Functional Collaboration Trust Administration Tax Planning Estate Planning Customer Data Management Risk Management Philanthropy Financial Management Project Coordination Client Education Customer Relationship Management Continuous Training Presentation Training

Other Skills

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Communication
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Teamwork
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Detail Oriented

Roles & Responsibilities

Bachelor’s degree
5+ years of experience in financial planning/estate planning
CFP® designation
Experience with eMoney Advisor

Requirements:

Complete client data-gathering, input data into financial planning software (eMoney), collaborate with L-Tax, estate, and trust colleagues and advisors on plan design, and create plan summaries.
Construct comprehensive financial plans and develop a set of clear and actionable strategies for the client, with emphasis on estate planning, philanthropic planning, tax mitigation, and risk management.
Clearly articulate planning recommendations while presenting the financial plan to clients in an approachable manner.
Summarize estate planning documents and educate clients and prospects on various estate planning strategies in a clear and concise manner.

Lido Advisors, LLC

About Lido Advisors, LLC

Lido has deep roots in the family office space in which teams of professionals are dedicated to managing the investment and financial life of a single ultra wealthy family. In 1999, we established our family office style approach with a mission to bring a similar holistic vision, multidisciplinary support, and advanced wealth management to high-net-worth and ultra-high-net-worth clients and families. Since our founding as a Registered Investment Advisor, we have steadily evolved our robust in-house investment platform to provide sophisticated customized strategies and pooled investments, advanced options and alternative investments, as well as private equity, private debt, and other specialized opportunities. Our services include in-house and affiliated financial planning, tax consulting, and trust professionals to help clients maximize and protect their legacies. Today, we are enjoying rapid growth in RUAM and clients, and have appeared in publications such as Forbes, Financial Advisor, and Barron’s, as well as on CSNBC and other financial market media. Lido is headquartered in Los Angeles, California, with offices throughout the United States as we strategically expand our reach. We have an entrepreneurial, strong growth culture and proactive strategic partnerships driving our impressive year-over-year CAGR. Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.

Founded: 2018

Company size: 201 - 500

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Job description

Description

Lido Advisors, LLC, a well-established and rapidly growing wealth management firm, is looking for an experienced and knowledgeable Senior Vice President to join our dynamic Advanced Wealth Planning team.

The individual will be part of a growing team within Lido Advisors financial planning department, working in coordination with Lido’s tax, estate, investment, and trust teams. The Senior Vice President will be responsible for financial planning for clients and prospects within the $15M-$30M net worth range, with a focus on building deeper and more meaningful relationships with families through ongoing, personalized, and comprehensive planning strategies.

The ideal candidate will concentrate on high-net-worth individuals with estate tax issues and possess the capabilities to assist Lido Advisors in attracting prospects with more complex planning needs.

Duties and Responsibilities

- Complete client data-gathering, input data into financial planning software (eMoney), collaborate with L-Tax, estate, and trust colleagues, as well as advisors on plan design, and create plan summaries.

- Construct comprehensive financial plans and develop a set of clear and actionable strategies for the client. Areas of emphasis include estate planning, philanthropic planning, tax mitigation, and risk management.

- Clearly articulate planning recommendations while presenting the financial plan to clients in an approachable manner.

- Summarize estate planning documents and educate clients and prospects on various estate planning strategies in a clear and concise manner.

- Demonstrate an understanding of increasingly complex financial planning concepts and stay informed about current financial planning developments and tax law changes.

Requirements

- Bachelor’s degree

- 5+ years of experience in financial planning/estate planning

- CFP® designation

- Experience with eMoney Advisor

- Experience with complex estate planning

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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