Full Job Description
The individual will be part of a growing team within Lido Advisors financial planning department, working in coordination with Lido's tax, estate, investment, and trust teams. The Vice President will be responsible for financial planning for clients and prospects within the $15M-$30M net worth range, with a focus on building deeper and more meaningful relationships with families through ongoing, personalized, and comprehensive planning strategies.
The ideal candidate will concentrate on high-net-worth individuals and possess the capabilities to assist Lido Advisors in attracting prospects with more complex planning needs.
Responsibilities
- 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. Areas of emphasis include estate planning, philanthropic planning, tax mitigation, and risk management.
- Clearly articulate planning recommendations while presenting the financial plan to clients in an approachable 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
- 10+ years of experience in financial planning/estate planning
- CFP® designation
- Experience with eMoney Advisor
- Experience with Holistiplan (preferred)
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