Senior Associate, Advanced Wealth Planning

Job description

Description 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 $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...