Senior Financial Consultant
5 days ago
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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