Lido Advisors, LLC
Alternative Investments • Asset Allocation • Family Office Development • Legacy Planning • Professional Wealth Services
201 - 500
Senior Vice President - Advanced Wealth Planning
Yesterday
Lido Advisors, LLC
Alternative Investments • Asset Allocation • Family Office Development • Legacy Planning • Professional Wealth Services
201 - 500
Description
• Looking for an experienced Senior Vice President in Advanced Wealth Planning. • Manage financial planning for high-net-worth individuals. • Collaborate with various internal teams and present plans to clients. • Focus on building relationships and providing comprehensive strategies.
Requirements
• Bachelor’s degree. • 5+ years of experience in financial planning/estate planning. • CFP® designation. • Experience with eMoney Advisor. • Experience with complex estate planning.
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