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© All Rights Reserved. ApplyBlast.com
Lido Advisors
Lido Advisors is seeking a Senior Vice President to join its Advanced Wealth Planning team, focusing on financial planning for high-net-worth clients with $15M-$50M net worth. The role involves creating comprehensive financial plans, collaborating with tax and estate teams, and building meaningful relationships with families. The ideal candidate will specialize in estate tax issues and assist in attracting prospects with complex planning needs.
Headquarters
Los Angeles, California, United States
Lido Advisors is a national fiduciary registered investment advisor (RIA) offering integrated wealth management services to entrepreneurs, executives, and families. Their core disciplines include financial planning, investment management, trust and estate planning, and tax consulting and preparation. With over 25 years in business, $46.4B in regulatory assets under management, and 40+ offices nationwide, Lido delivers coordinated, customized strategies for clients with complex financial needs.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Lido Advisors.
Lido Advisors didn’t post a salary, so this is our estimate from similar listings.
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