Lido Advisors, LLC
Lido Advisors, LLC is a wealth management firm that offers a sophisticated and personalized family office experience to clients, focusing on protecting, growing, and preserving their wealth. Established in 1999, Lido manages over $20 billion in assets and provides advanced financial planning, investment management, and strategic tax and estate planning services, primarily for high-net-worth individuals, entrepreneurs, charities, and media personalities. Although they do not provide direct legal or tax advice, they work closely with affiliated professionals to offer comprehensive financial solutions. Lido's unique value proposition lies in its accessible family office model and its dedication to personalized client service. With 33 offices across the United States, Lido Advisors is one of the nation's fastest-growing private wealth management companies.
Alternative Investments • Asset Allocation • Family Office Development • Legacy Planning • Professional Wealth Services
SVP - Advanced Wealth Planning
January 24
Lido Advisors, LLC
Lido Advisors, LLC is a wealth management firm that offers a sophisticated and personalized family office experience to clients, focusing on protecting, growing, and preserving their wealth. Established in 1999, Lido manages over $20 billion in assets and provides advanced financial planning, investment management, and strategic tax and estate planning services, primarily for high-net-worth individuals, entrepreneurs, charities, and media personalities. Although they do not provide direct legal or tax advice, they work closely with affiliated professionals to offer comprehensive financial solutions. Lido's unique value proposition lies in its accessible family office model and its dedication to personalized client service. With 33 offices across the United States, Lido Advisors is one of the nation's fastest-growing private wealth management companies.
Alternative Investments • Asset Allocation • Family Office Development • Legacy Planning • Professional Wealth Services
📋 Description
• Lido Advisors, LLC is looking for a Senior Vice President for Advanced Wealth Planning. • Responsible for financial planning for clients with $15M-$30M net worth. • Focused on building relationships through personalized planning strategies. • Duties include data gathering, plan design, and client education on estate planning 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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