SVP, Advanced Wealth Planning

Lido Advisors, LLC

Senior Vice President responsible for financial planning for clients in the $15M-$50M net worth range. Joining a team within Lido Advisors' financial planning department focusing on personalized strategies.

Posted 6/12/2026full-timeRemote • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

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.
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

What you’ll need

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

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Lido Advisors, LLC Website LinkedIn All Job Openings 201 - 500 employees Founded 1999 💸 Finance 👥 B2C Finance
B2C Lido Advisors, LLC is a wealth management firm that offers a sophisticated and personalized family office experience to clients, focusing on protecting, growing, and preserving their wealth. Established in 1999, Lido manages over $20 billion in assets and provides advanced financial planning, investment management, and strategic tax and estate planning services, primarily for high-net-worth individuals, entrepreneurs, charities, and media personalities. Although they do not provide direct legal or tax advice, they work closely with affiliated professionals to offer comprehensive financial solutions. Lido's unique value proposition lies in its accessible family office model and its dedication to personalized client service. With 33 offices across the United States, Lido Advisors is one of the nation's fastest-growing private wealth management companies. SVP, Advanced Wealth Planning 🔥 1 hour ago 🇺🇸 United States – Remote ⏰ Full Time 🔴 Lead 👔 Vice President Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
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.
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 Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Vice President, Market – Great Lakes/Ohio Valley 🔥 4 hours ago Siemens Healthineers 10,000+ employees ⚕️ Healthcare Insurance 🧬 Biotechnology Website LinkedIn All Job Openings Market Vice President leading service operations and customer relations in healthcare for Great Lakes/Ohio Valley regions. Driving business performance and profitability with strong leadership skills. 🇺🇸 United States – Remote 💵 $172.7k - $237.4k / year 💰 $1.5M Grant on 2021-05 ⏰ Full Time 🔴 Lead 👔 Vice President Vice President, Regional Advisory Consultant 🔥 6 hours ago Osaic 1001 - 5000 💸 Finance 🤝 B2B Website LinkedIn All Job Openings Vice President managing sales strategy and financial planning adoption for financial advisors in California, Nevada, Hawaii, and Alaska. Promoting the firm’s advisory platform and technology. 🇺🇸 United States – Remote ⏰ Full Time 🔴 Lead 👔 Vice President Vice President, Regional Advisory Consultant 🔥 6 hours ago Osaic 1001 - 5000 💸 Finance 🤝 B2B Website LinkedIn All Job Openings Vice President, Regional Advisory Consultant overseeing sales strategy and financial planning adoption across multiple states. Engaging advisors and facilitating the growth of advisory businesses through strategic interactions and collaborations. 🇺🇸 United States – Remote ⏰ Full Time 🔴 Lead 👔 Vice President Vice President, Market – Great Lakes/Ohio Valley 🔥 7 hours ago Siemens Healthineers 10,000+ employees ⚕️ Healthcare Insurance 🧬 Biotechnology Website LinkedIn All Job Openings Market Vice President overseeing service operations and financial management for healthcare in Great Lakes/Ohio Valley. Leading teams and delivering outstanding customer experiences across multiple states. 🇺🇸 United States – Remote 💵 $172.7k - $237.4k / year 💰 $1.5M Grant on 2021-05 ⏰ Full Time 🔴 Lead 👔 Vice President Vice President, Value-Based Care Performance 🔥 10 hours ago IKS Health 10,000+ employees ☁️ SaaS 🤝 B2B 🤖 Artificial Intelligence Website LinkedIn All Job Openings Vice President of Performance at IKS Health advising clients on operational success. Leading initiatives in value-based care financial success and risk adjustment. 🇺🇸 United States – Remote 💵 $200k - $250k / year 💰 Seed on 2006-12 ⏰ Full Time 🔴 Lead 👔 Vice President View More Vice President Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

financial planningestate planningdata gatheringplan designfinancial plan presentationfinancial planning softwaretax law knowledgestrategic planning

Soft Skills

communicationcollaborationclient educationarticulationapproachability

Certifications

CFP®Bachelor’s degree