Senior Wealth Advisor

3 weeks ago


Independence, Ohio, United States MAI Wealth Management, Inc. Full time
Job Summary

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

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