Senior Wealth Manager

7 hours ago


Independence, Missouri, 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. This is a client relationship position that requires a deep understanding of financial planning concepts and the ability to work well with clients' professional advisors.

Key Responsibilities
  • Develop personalized financial solutions for high-net-worth clients to help them achieve their financial goals.
  • Provide expert guidance and innovative solutions for clients' planning needs in areas such as insurance, retirement planning, estate planning, business planning, education funding, and investment advisory.
  • Deliver objective, unbiased financial advice to clients by analyzing investment opportunities and client needs.
  • Cultivate and retain client relationships, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
  • Oversee and facilitate planning for clients' financial, estate, gift, and trust planning goals, presenting to clients and collaborating with their attorneys and other professional advisors to implement.
  • Lead client meetings 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.
  • Communicate complex financial 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.
  • Certified Public Accountant (CPA) certification is a plus.
  • 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.
  • 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 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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