Senior Wealth Advisor
3 weeks ago
We are seeking a highly skilled Senior Wealth Advisor to join our team at MAI Wealth Management, Inc. As a key member of our wealth management team, you will be responsible for providing 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.
Main Responsibilities
• 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.
• Deliver objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs.
• Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
• Oversee and facilitate the planning for client financial, estate, gift, and trust planning goals.
• Present to clients and collaborate with their attorneys and other professional advisors to implement.
• Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals.
Requirements
• 10+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience.
• Bachelor's degree in Accounting or Finance preferred.
• Certified Financial Planner (CFP)
• Certified Public Accountant (CPA) is a plus.
• 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.
• Knowledge of investments and macro-economic 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 organizational, written and oral communication skills.
Benefits
• Discretionary Bonus
• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k)
• Health Savings Account
• Paid Maternity Leave
• Paid Parental Leave
• Tuition Reimbursement
-
Senior Financial Consultant
3 weeks ago
Independence, Ohio, United States MAI Wealth Management, Inc. Full timeSenior Financial ConsultantAt MAI Wealth Management, Inc., we are seeking a highly skilled Senior Financial Consultant to join our team. As a key member of our wealth management team, you will be responsible for providing expert guidance and innovative solutions for the planning needs of high-net-worth individuals and businesses.Key Responsibilities:Deliver...
-
Senior Enterprise Sales Professional
3 weeks ago
Independence, Ohio, United States T-Mobile Full timeJob Title: Enterprise Wireless Solutions SpecialistAt T-Mobile, we invest in our employees' success. Our Total Rewards Package ensures that team members receive a competitive base salary and compensation package. We offer multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and access to free,...
-
Senior Wealth Advisor
2 weeks ago
Independence, United States MAI Wealth Management, Inc. Full timeGENERAL JOB DESCRIPTION Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery...
-
Senior Wealth Manager
4 weeks ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeJob SummaryWe are seeking a highly skilled Senior Wealth Advisor to join our team at MAI Wealth Management, Inc. This is a client relationship position that requires a deep understanding of financial planning concepts and the ability to work well with clients' professional advisors.Key ResponsibilitiesDevelop personalized financial solutions for...
-
Wealth Management Specialist
3 weeks ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeJob SummaryWe are seeking a highly skilled Wealth Advisor to join our team at MAI Wealth Management, Inc. The ideal candidate will have a strong background in providing sound financial advice to individuals and businesses.Main Responsibilities:Develop personalized financial solutions for clients to achieve their goals and objectives.Provide expert guidance...
-
Senior Investment Client Service Specialist
4 weeks ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeJob SummaryWe are seeking a highly skilled Senior Investment Client Service Specialist to join our team at MAI Wealth Management, Inc. This role will be responsible for providing exceptional client service, training, and mentoring new team members.Key Responsibilities:Train and coach new Client Service SpecialistsMentor less experienced team membersOffer...
-
Senior Financial Services Specialist
4 weeks ago
Independence, Missouri, United States MAI Wealth Management, Inc. Full timeJob OverviewAt MAI Wealth Management, Inc., we are seeking a highly skilled Senior Client Accountant Specialist to join our Client Accounting team. This role is responsible for providing exceptional service to our clients by maintaining accurate, complete, and up-to-date general ledgers for a number of clients.Key Responsibilities:Update and maintain ledger...
-
Head of Wealth Management
1 week ago
independence, United States TWM Executive Search Full timeA well-established consulting firm backed by private equity is looking to build an RIA around a successful advisor/team.The firm has a successful track record of building out RIAs. This is an exclusive opportunity to elevate your client experience and transition to true independence.Requirements:8+ years tenure as a lead advisorMinimum revenue of...
-
Head of Wealth Management
1 week ago
independence, United States TWM Executive Search Full timeA well-established consulting firm backed by private equity is looking to build an RIA around a successful advisor/team.The firm has a successful track record of building out RIAs. This is an exclusive opportunity to elevate your client experience and transition to true independence.Requirements:8+ years tenure as a lead advisorMinimum revenue of...
-
Senior Director of Finance
3 weeks ago
Independence, Missouri, United States Faber-Castell USA Full timeAt Faber-Castell USA, we are seeking a visionary and integrity-focused Finance Leader to join our growing organization.The Senior Director of Finance will lead and oversee the financial activities of the organization, ensuring compliance with financial regulations and driving financial strategy to facilitate growth and operational efficiency.This role...
-
Senior Director of Finance
4 weeks ago
Independence, Missouri, United States Faber-Castell USA Full timeAbout Faber-Castell USAFaber-Castell USA is a leading manufacturer of high-quality art supplies and creative products. We are committed to unleashing creative potential and inspiring self-expression through our innovative products and services.Job SummaryWe are seeking a highly experienced and skilled Senior Director of Finance to join our team. As a key...
-
Senior Director of Finance
1 month ago
independence, United States Faber-Castell USA Full timeAt Faber-Castell our vision is to unleash creative potential, and our mission is to create experiences that inspire self-expression! Internationally known for superb quality, innovation and creativity, the Faber-Castell family of products remain unique throughout the world. Faber-Castell offers a “Companion for Life” portfolio of quality branded...
-
Senior Director of Finance
1 month ago
Independence, United States Faber-Castell USA Full timeAt Faber-Castell our vision is to unleash creative potential, and our mission is to create experiences that inspire self-expression! Internationally known for superb quality, innovation and creativity, the Faber-Castell family of products remain unique throughout the world. Faber-Castell offers a “Companion for Life” portfolio of quality branded...
-
Senior Director of Finance
4 weeks ago
independence, United States Faber-Castell USA Full timeAt Faber-Castell our vision is to unleash creative potential, and our mission is to create experiences that inspire self-expression! Internationally known for superb quality, innovation and creativity, the Faber-Castell family of products remain unique throughout the world. Faber-Castell offers a “Companion for Life” portfolio of quality branded...
-
Senior Tax Planning Specialist
4 weeks ago
Independence, Missouri, United States Hantz Group Full timeJob OverviewHantz Group, a leading financial services company, is seeking a highly skilled Tax Planning Specialist to join our team. As a key member of our financial services team, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesAnalyze tax liability and develop strategies to minimize tax burdensPrepare...
-
Director Human Resources, Division of Finance
2 weeks ago
Independence, United States Cleveland Clinic Full timeJoin the Cleveland Clinic team, where you will work alongside passionate and dedicated caregivers, receive endless support and appreciation, and build a rewarding career with one of the most respected healthcare organizations in the world.The Director HR Services - Division of Finance serves as the HR Services leader and acts as a strategic advisor...
-
CRE Relationship Manager
2 weeks ago
Independence, United States Northwest Bank Full timeDescription The CRE Relationship Manager is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs, while also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The...
-
Senior Director of Finance
2 weeks ago
Independence, OH, United States Faber-Castell USA Full timeAt Faber-Castell our vision is to unleash creative potential, and our mission is to create experiences that inspire self-expression! Internationally known for superb quality, innovation and creativity, the Faber-Castell family of products remain unique throughout the world. Faber-Castell offers a “Companion for Life” portfolio of quality branded...
-
IT Security Administrator
4 weeks ago
Independence, United States Marion County Full timeThis recruitment has been reopened for additional applicants. If you have already applied for recruitment #560-2024-2, you do not need to reapply.Information Technology (IT) provides technical services, manages the county's technical resources, and provides consulting services for technology improvements through three programs: Administration, Operations,...