Wealth Management Professional
3 days ago
Overview
">The Sr. Wealth Advisor role at MAI Wealth Management, Inc. presents an opportunity to excel in comprehensive wealth management.
">About the Job
">We are seeking a highly skilled professional to manage high net worth client relationships, providing financial guidance and developing individualized plans tailored to client needs.
">Main Responsibilities
">- ">
- Serve as the primary point of contact for clients' overall financial planning needs, including fact gathering, objectives, analysis, recommendations, presentation, implementation, and monitoring.">
- Generate detailed reports on cash flow, estate, retirement, gift, charitable, tax, and insurance planning.">
- Consistently engage with clients and their immediate families to ensure exceptional service.">
- Develop strong product knowledge and effective client relationship management skills.">
- Regularly monitor and rebalance client portfolios to adhere to Investment Policy Statement (IPS) guidelines.">
- Pursue opportunities to acquire, develop, and retain assets within the existing client base.">
Requirements
">To be successful in this role, you will need:
">- ">
- A Bachelor's Degree in business or a related field.">
- 7-10 years' experience in an RIA/Investment Management Firm or other type of Financial Services.">
- Certified Financial Planner (CFP) certification is required.">
- Additional Wealth Management certifications, designations, or licensing are beneficial.">
- Proficiency in Microsoft Office (Word, Excel, PowerPoint).">
Benefits
">This position offers a competitive salary and a range of benefits, including:
">- ">
- Discretionary Bonus">
- Medical Insurance">
- Dental Insurance">
- Vision Insurance">
- 401(k)">
- Health Savings Account">
- Paid Maternity Leave">
- Paid Parental Leave">
- Tuition Reimbursement">
Estimated Salary Range: $120,000 - $180,000 per year
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