Senior Wealth Planner, Advanced Planning (Remote)
Lido Advisors, LLC
Brooklyn, NY
- Remote job
Lido Advisors, LLC is seeking a Senior Associate for Advanced Wealth Planning to join our remote Advanced Wealth Planning Team. You will collaborate with senior planners and report to the Director and Head of Advanced Wealth Planning. You will prepare, present, and refine comprehensive financial plans for high-net-worth clients, focusing on tax, estate, insurance, investments, and benefits while leveraging Lido’s planning tools. #J-18808-Ljbffr Lido Advisors, LLC
Vacancy posted 2 days ago
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