Paraplanner - Remote Wealth Management Role

About the Role

Join Lido Advisors as a Paraplanner in a remote capacity, where you'll play a vital role in our wealth management team. This position is perfect for someone passionate about financial planning and eager to contribute to the development of tailored wealth management strategies for clients with significant assets. As a Paraplanner, you'll assist in all facets of our planning process, ensuring clients receive comprehensive and effective financial advice.

What You'll Do

• Contribute to the development and implementation of financial plans for clients.
• Support the wealth planning team through financial planning research unique to each client.
• Make requests for updates to client documents, records, and information.
• Facilitate preparation for client meetings, including client communication.
• Assist in data gathering and data entry into software in anticipation of upcoming planning meetings.
• Monitor and update client Financial Plans as needed.
• Perform other duties as assigned.

Requirements

• Bachelor’s Degree in a relevant field.
• A passion for the wealth management industry.
• Strong written and verbal communication skills.
• Experience with Excel, Word, Outlook, and PowerPoint, with an emphasis on Excel.
• Must be highly organized, technically strong, and an enthusiastic, effective team player.
• Ability to think strategically and creatively in a fast-paced environment.
• Proven ability to self-start, take initiative, work collaboratively, and drive results.

Nice to Have

• Previous experience in a financial planning role.
• Familiarity with financial planning software.
• Certifications such as CFP or similar.

What We Offer

• Competitive salary range of $60,000 - $80,000 annually.
• Remote work flexibility, allowing you to balance work and personal life.
• Opportunities for professional development and continuous learning.
• A collaborative team environment focused on client success.
• Equal opportunity employer committed to diversity and inclusion.