SVP, Advanced Wealth Planning jobs in United States
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Lido Advisors · 7 hours ago

SVP, Advanced Wealth Planning

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
date5+ years exp

Lido Advisors, LLC is a well-established and rapidly growing wealth management firm seeking an experienced Senior Vice President to join their Advanced Wealth Planning team. The role involves financial planning for high-net-worth clients, focusing on building meaningful relationships through personalized and comprehensive planning strategies.

Financial Services
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H1B Sponsor Likelynote

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

Qualification

CFP® designationFinancial planningEstate planningEMoney AdvisorComplex estate planningRelationship buildingCommunication skills

Required

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

Company

Lido Advisors

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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.
dateFounded in 1999
location
Los Angeles, CA, US
people-size201-500 employees
web-link
https://www.lidoadvisors.com/

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 Stage

Leadership Team

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Vivek Dhayagude
Chief Technology Officer
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Stacy Beattie
Chief Operating Officer
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Company data provided by crunchbase