Wealth Advisor

3 weeks ago

North Canton, United States MAI Wealth Management, Inc. Full time
GENERAL JOB DESCRIPTION

We are currently seeking a Wealth Advisor to work directly with our clients and to assist in managing our growing business. The ideal candidate for this position has background providing sound financial advice to a wide range of individuals. The successful candidate joins a highly professional team that provides strategic advice to clients including, but not limited to, cash management, insurance analysis, retirement, tax & estate planning, and investment advisory services.

MAJOR DUTIES AND RESPONSIBILITIES
  • Strive to understand clients' goals and objectives in order to develop personalized, comprehensive financial solutions that will help clients reach financial success.
  • Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning, business planning, education funding and investment advisory.
  • Provide objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Utilizing planning skills and strategies to meet client needs.
  • Client relationship development and management, including ongoing and regular client contact and communications.
  • Client meeting preparation: review all required paperwork prior to meetings.
  • Actively engage with clients to update financial planning goals, objectives and strategies.
  • Gather client information and create or update planning projections and recommendations through eMoney (prior experience preferred but not required), as well as other proprietary planning tools.
  • Work closely with the Investment Team to assist with the investment management process. This includes the coordination of the comprehensive planning and wealth management strategies.
  • Participate in business development process with prospective clients.
  • Maintain and grow your financial planning and investment knowledge through continuous reading of periodicals, white papers, research reports and other industry publications.
EXPERIENCE/CREDENTIALS
  • Bachelor's degree in Accounting or Finance preferred.
  • 5+ years of relevant experience dealing with wealth management clients and/or services.
  • Certified Financial Planner (CFP)
  • Investment management, third party certification or licensing by relevant agency or association an added plus.
COMPETENCIES
  • Working knowledge of planning strategies and solutions.
  • Ability to work in a team environment, but also comfortable leading the effort when called upon.
  • Knowledge of investments and macro-economics as they relate to clients' investment goals and objectives.
  • Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.
  • High attention to detail.
  • Strong written and oral communication.
FEATURED BENEFITS:
  • Discretionary Bonus
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k)
  • Health Savings Account
  • Paid Maternity Leave
  • Paid Parental Leave
  • Tuition Reimbursement

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