Vice President, Advanced Wealth Solutions

Lido Advisors • Dallas, TX

15h

About The Position

Lido Advisors, LLC is seeking an experienced Vice President to join its Advanced Wealth Solutions team within the financial planning department. The role works in coordination with the firm’s tax, estate, investment, and trust teams and is responsible for financial planning for clients and prospects with net worths of $15 million to $30 million. The focus is on building deeper relationships with families through ongoing, personalized, and comprehensive planning strategies, particularly for high-net-worth individuals and prospects with complex planning needs.

Requirements

• Bachelor’s degree.
• 10+ years of experience in financial planning or estate planning.
• CFP® designation.
• Experience with eMoney Advisor.

Nice To Haves

• Experience with Holistiplan.

Responsibilities

• Gather client data, enter it into eMoney financial planning software, collaborate with tax, estate, and trust colleagues and advisors on plan design, and create plan summaries.
• Construct comprehensive financial plans and develop clear, actionable strategies, with emphasis on estate planning, philanthropic planning, tax mitigation, and risk management.
• Present financial plans and clearly explain recommendations to clients in an approachable manner.
• Understand increasingly complex financial planning concepts and stay informed about financial planning developments and tax law changes.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior