Financial Planner

Lido Advisors, LLC, an established and expanding wealth management firm, is looking for a Financial Planner to join its Advanced Wealth Planning Team. The Financial Planner will play an integral role in effectively sourcing business prospects and employing member acquisition techniques.

Lido’s vision is to be recognized as the pre-imminent wealth advisory firm delivering an essential service to our clients. Lido Advisors offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, our clients, and Lido.

Responsibilities

• Prepare and present cases on planning calls for both clients and prospects with assets from $1m - $10m.
• Consult and develop financial plans and wealth management strategies based on clients’ financial and investment goals.
• Participate in calls with senior planners and attend debrief sessions to give and receive constructive criticism; including 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 AWP 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 ad hoc duties as assigned.

Requirements

• Bachelor’s degree.
• CFP Designation or pursuant of CFP.
• Minimum 3-5 years of experience working in Financial Planning.
• Experience using a financial planning tool is required, eMoney experience is preferred.
• Must be highly organized, technically strong, and 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.

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.

The successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. The range below is an estimate and may be modified in the future. 

$85,000 - $105,000