Senior Financial Consultant

4 weeks ago


Independence, Ohio, United States MAI Wealth Management, Inc. Full time
Senior Financial Consultant

At 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 objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs.
  • Utilize planning skills and strategies to meet client needs.
  • Oversee and facilitate the planning for client financial, estate, gift, and trust planning goals.
  • 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.
  • Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios.
  • Participate in building new client relationships in collaboration with strategic partners.
  • Oversee the process of gathering client tax information, working closely with accountants to discuss tax planning concepts, obtain tax compliance details, cash flows, etc.
  • Tailor and communicate highly technical concepts and action plans in a straightforward manner to allow clients to clearly understand their financial plans and investment portfolios.
  • Educate and mentor associates on complex financial planning topics, tax planning strategies, investment management, long-term client relationship development, etc.

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) certification.
  • Investment management, third party certification or licensing by relevant agency or association an added plus.

Benefits:

  • Working knowledge of planning strategies and solutions.
  • Knowledge of investments and macro-economic as they relate to clients' investment goals and objectives.
  • Medical Insurance.
  • Dental Insurance.
  • Health Savings Account.
  • Tuition Reimbursement.


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