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Wealth Advisor

2 months ago

Naples, United States MAI Wealth Management, Inc. Full time
GENERAL JOB DESCRIPTION
The Wealth Advisor will be responsible for supporting and implementing MAI's full-service approach to working with clients in our Advisor Referral Program (ARP). This individual will manage, or assist in managing client relationships from investment management, financial planning, and client communications perspectives. In addition, they will develop referrals through our partner firms and drive additional business for MAI.

MAJOR DUTIES AND RESPONSIBILITIES
  • Consistently and proactively engage with clients and their immediate families.
  • Develop strong product knowledge and client relationship management skills.
  • Regularly monitor and rebalance client portfolios to adhere to IPS guidelines.
  • Drive business results through referral partners, COI" s, and existing client relationships.
  • Acquire, develop, and retain assets within existing client base.
  • Introduce clients to other team members or 3rd party professionals when more complex needs present themselves such as estate, tax, and insurance matters.
  • Participate in Investment and Alternative Investment group discussions to stay abreast on company-wide thinking and opportunities.
  • Develop referrals through our partner firms.
  • Enter and maintain data in eMoney, CRM and other internal systems.
EXPERIENCE/CREDENTIALS
  • Bachelor's degree in business or related field.
  • 5-7 years' experience in an RIA/Investment Management Firm or other type of Financial Services.
  • Certified Financial Planner (CFP) required.
  • CFA or CPA a plus.
  • Additional Wealth Management certifications, designations, or licensing a plus.
  • Proficient in building business plans and executing to achieve results.
  • Experience using E-Money and other financial planning software and tools.
  • Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook).
COMPETENCIES
  • Working knowledge of the full range of wealth management topics and solutions.
  • High attention to detail.
  • Strong written and verbal communication skills.
  • Critical thinking skills to assess clients' current financial position and evolving needs or requirements.
  • Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity.
  • Knowledge of investments and macroeconomics as they relate to clients' investment goals and objectives.
  • Ability to work in both entrepreneurial and team-based environments.
  • Maintains absolute confidentiality of client information and safeguards client and firm data; maintains high ethical standards in all practices.
FEATURED BENEFITS:
  • Discretionary Bonus
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k)
  • Health Savings Account
  • Paid Maternity Leave
  • Paid Parental Leave
  • Tuition Reimbursement