Senior Wealth Advisor

Key ResponsibilitiesClient Relationship DevelopmentThe Senior Wealth Advisor will be responsible for cultivating and retaining high-net-worth client relationships. This involves delivering objective, unbiased financial advice and analyzing investment opportunities and client needs.Responsibilities include:Strive to understand clients' goals and...

GENERAL JOB DESCRIPTION The Sr. Wealth Advisor will be responsible for supporting and implementing MAI's full-service approach towards comprehensive wealth management. This person will manage high net worth client relationships by providing financial guidance and developing individualized plans tailored to client needs. MAJOR DUTIES AND RESPONSIBILITIES ...

We're seeking intellectually curious and creative thinkers who are eager to learn about the Wealth Management industry in a team-based environment. As a rising Junior or Senior currently enrolled in an Undergraduate or Graduate program in a related field of study, you will have the opportunity to work on challenging assignments and develop your skills in...

GENERAL JOB DESCRIPTION Sr. Client Treasury Specialist is responsible for taking an active role in all department processes. Some of these include processing money movements requests on behalf of clients, communicating with both internal and external partners, helping to train and develop department team members, working with regional offices / acquisitions...

About UsMAI Wealth Management, Inc. is dedicated to providing exceptional wealth management solutions to our clients. We are committed to delivering high-quality services while fostering a positive work environment. As a member of our team, you will have the opportunity to contribute to our mission and grow professionally.Why Join Our Team?Professional...

About the PositionMAI Wealth Management, Inc. is looking for a talented and motivated Data Analyst to accelerate our efforts to drive trust, adoption, and democratization of insights externally to our clients as well as internally to our advisors, leadership, and other stakeholders.ResponsibilitiesDevelop and implement data collection strategies that...

Golden Reserve is looking for an experienced senior-level financial retirement planner. We know how challenging the industry can be to get the right opportunities to shine. We know the work it takes to build your own book, if you do not inherit it from a parent, go to the right school, or have family members from the right country club. And of course, we...

Job DescriptionJob DescriptionGolden Reserve is looking for an experienced senior-level financial retirement planner. We know how challenging the industry can be to get the right opportunities to shine. We know the work it takes to build your own book, if you do not inherit it from a parent, go to the right school, or have family members from the right...

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to...

Job DescriptionJob DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin...

We are seeking a Senior Accountant to join a well established and growing commerical real estate firm located in Independence. The position is fully on-site and will be responsible for overseeing and managing financial transactions, preparing detailed financial reports, and ensuring compliance with accounting standards and regulations. This role is integral...

The ideal candidate will possess a proven track record in leading high-performing teams and building trusted advisor relationships with clients. In this role, you will monitor customer data to identify trends and opportunities for improvement, develop targeted solutions to address client needs, and work closely with cross-functional teams to ensure seamless...

**About the Role**We are seeking a highly motivated and experienced In-House Legal Counsel to join our team at SoftInWay, Inc.The ideal candidate will have a strong background in corporate law and be able to provide expert advice on various aspects of our business.Main Responsibilities:Manage and mitigate legal risks associated with our business...

As a key member of our team, the successful Project Manager/Scrum Master will be responsible for analyzing project management needs, defining clear project objectives, and communicating progress updates to stakeholders. The individual will also work with cross-functional teams, support project completion, and champion Agile methodologies throughout the...

Key ResponsibilitiesDrafting and negotiating a broad range of corporate and commercial agreements.Providing expert legal advice to senior management and executive team on labor, ethics, corporate governance, and commercial matters.Maintaining up-to-date knowledge of laws, regulations, and industry trends to anticipate potential impacts on the...

GENERAL JOB DESCRIPTION The Sr. Financial Analyst is responsible for forecasting, management reporting, and business unit financial analysis in partnership with the Business Finance Manager. In this role, the Sr. Financial Analyst designs, develops, and produces financial reporting and analysis and ensures the integrity of the date to help our businesses and...

GENERAL JOB DESCRIPTION As a Data Analyst, you will be working on a team providing the design and implementation of a new cloud-based data platform to support firmwide digital transformation. The Data Analyst empowers the firm to make data-driven decisions and provides critical business insights that help us deliver a world-class client experience. We are...

Job DescriptionGertsburg Licata Co., LPA seeks a seasoned and entrepreneurial-minded attorney to join our litigation team in Cleveland, Ohio. Our ideal candidate is a highly motivated and dynamic professional who thrives in a fast-paced, performance-oriented environment.Key Responsibilities:Provide strategic legal advice and support to the company in...

About HL Pro Tools LLCWe are a forward-thinking organization dedicated to delivering exceptional value to our clients. Our commitment to excellence is reflected in the high level of satisfaction among our customer base.Job OverviewThe ideal candidate for this role will possess a strong background in leading successful teams and developing strategies to...

Gertsburg Licata Co., LPA seeks a highly motivated and experienced corporate litigation attorney to join our dynamic team in Cleveland, Ohio. Our firm is dedicated to empowering entrepreneurs and their ventures through innovation and excellence in the legal sector. We are committed to creating freedom and growth for our clients, guided by our core values of...