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Wealth Management Professional

2 months ago

Canton, Ohio, United States MAI Wealth Management, Inc. Full time
Job Description

**About the Role**

We are seeking a highly skilled Wealth Management Professional to join our team at MAI Wealth Management, Inc. As a key member of our team, you will work directly with clients to provide expert guidance and innovative solutions for their financial planning needs.

Key Responsibilities

  • Develop and implement comprehensive financial plans tailored to each client's unique goals and objectives.
  • Provide expert advice on investment management, retirement planning, estate planning, and business planning.
  • Analyze investment opportunities and client needs to provide objective, unbiased financial advice.
  • Build and maintain strong relationships with clients through regular communication and ongoing support.
  • Collaborate with our Investment Team to develop and implement comprehensive wealth management strategies.
  • Participate in business development activities to identify new business opportunities.
  • Stay up-to-date with industry trends and best practices through ongoing education and professional development.

Requirements

  • Bachelor's degree in Accounting or Finance preferred.
  • At least 5 years of experience in wealth management or a related field.
  • Certified Financial Planner (CFP) certification or equivalent.
  • Investment management experience and/or third-party certification or licensing.

What We Offer

  • Competitive salary and bonus structure.
  • Comprehensive benefits package, including medical, dental, and vision insurance.
  • 401(k) plan with company match.
  • Tuition reimbursement and professional development opportunities.