SVP, Advanced Wealth Planning

Lido Advisors, LLC, a thriving wealth management firm, is actively recruiting a seasoned Senior Vice President to join its esteemed Advanced Wealth Planning division. This pivotal role focuses on delivering bespoke financial planning services to high-net-worth individuals, cultivating strong client relationships through personalized and holistic strategic planning. Key responsibilities include meticulous client data analysis, proficient use of financial planning software such as eMoney, and close collaboration with L-Tax, estate, and trust specialists, as well as client advisors, to design and articulate comprehensive financial plans. The role also entails summarizing estate planning documents and providing clear, accessible education on advanced estate planning strategies. Candidates must possess a deep understanding of complex financial planning concepts and remain current with industry developments and tax law changes.