Senior Associate, Advanced Wealth Planning

Lido Advisors, LLC

Financial Planner role at Lido Advisors LLC, focusing on advanced wealth planning for high-net-worth clients. Consulting and creating financial plans tailored to clients' investment goals within a collaborative team environment.

Posted 6/25/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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.

Benefits

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningwealth management strategiesdata gatheringclient financial planstax planningestate planninginsurance planninginvestment strategiesemployee benefits planningmember acquisition techniques

Soft Skills

highly organizedtechnically strongenthusiastic team playerstrategic thinkingcreative thinkingself-starterinitiativecollaborativedrive resultsexcellent communication

Certifications

Bachelor’s DegreeCertified Financial Planning (CFP)