Lido Advisors, LLC, an established and expanding wealth management firm, is looking for a Financial Planner to join its Advanced Wealth Planning Team. The Sr. Associate will have an opportunity to work with a growing and experienced financial planning team and report to the Director and Head of Advanced Wealth Planning.
Duties & Responsibilities
- Prepare and present cases on planning calls for both clients and prospects with assets from $1 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
Job details are sourced from the employer's original posting.
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