Lido Advisors, LLC - Paraplanner

Lido Advisors, LLC - Paraplanner





















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Paraplanner






Lido Advisors, LLC





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Paraplanner




Remote (United States)









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Description
Lido Advisors, LLC, an established and expanding wealth management firm, is looking for a Paraplanner to join its Advanced Wealth Planning Team. The Paraplanner will assist in all facets of our planning process. Duties & Responsibilities Contribute to the development and implementation of financial plans for clientsSupport the wealth planning team through financial planning research unique to each clientMake requests for updates to client documents, records, and informationFacilitate preparation for client meetings to include client communicationAssist in data gathering and data entry into software in anticipation of upcoming planning meetingsMonitor and update client Financial Plans as neededOther duties as assignedRequirementsBachelor’s DegreeA passion for the wealth management industry Strong written and verbal communication skillsExperience with Excel/Word/Outlook/PowerPoint, with an emphasis on ExcelMust be highly organized, technically strong, and be an enthusiastic, effective team playerAbility to think strategically and creatively in a fast-paced environmentProven ability to self-start, take initiative, work collaboratively, and drive resultsWe are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records. #LI-JM1


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