Senior Wealth Advisor

2 days ago

Leesburg, Virginia, United States MAI Wealth Management, Inc. Full time
Job Title: Senior Wealth Advisor

At MAI Wealth Management, Inc., we are seeking a highly skilled and experienced Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, 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.

Key Responsibilities:

  • Develop personalized, comprehensive financial solutions that help clients achieve their financial goals.
  • Provide expert guidance on investment opportunities and client needs, utilizing planning skills and strategies to meet client objectives.
  • Cultivate and retain client relationships, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
  • Oversee and facilitate the planning for client financial, estate, gift, and trust planning goals, presenting to clients and collaborating 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.
  • 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.
  • Drive discussions and action items related to portfolio management, trading, and rebalances in client portfolios.
  • Oversee the process of gathering client tax information, working closely with accountants to discuss tax planning concepts, obtain tax compliance details, cash flows, etc.
  • Maintain a comprehensive understanding of the markets, overall economy, and the firm's investment philosophy and models.
  • 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.
  • Impact firm marketing efforts through the writing of technical articles, white papers, etc.

Requirements:

  • 7-10 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 a relevant agency or association is an added plus.

Competencies:

  • Working knowledge of planning strategies and solutions.
  • Ability to work in a team environment, but also comfortable leading the effort when called upon.
  • Knowledge of investments and macro-economic factors as they relate to clients' investment goals and objectives.
  • Actively engages as a team member and leverages 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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