Lido Advisors · 3 days ago
Senior Associate, Advanced Wealth Planning
United States
Full-time
Remote
Senior LevelLido Advisors, LLC is an established and expanding wealth management firm seeking a Senior Associate to join its Advanced Wealth Planning Team. The role involves preparing and presenting financial planning cases, consulting on wealth management strategies, and working collaboratively with both clients and senior planners.
Financial Services
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
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
Qualification
Required
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
Company
Lido Advisors
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.
Founded in 1999
201-500 employees
H1B Sponsorship
Lido Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2022 (1)
Funding
Current Stage
Growth StageLeadership Team
Vivek Dhayagude
Chief Technology Officer
Stacy Beattie
Chief Operating Officer
Company data provided by crunchbase