Wealth Management Professional

3 days ago


Independence, Missouri, United States MAI Wealth Management, Inc. Full time

Overview

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The Sr. Wealth Advisor role at MAI Wealth Management, Inc. presents an opportunity to excel in comprehensive wealth management.

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About the Job

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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.

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Main Responsibilities

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  • 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.">
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Requirements

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To be successful in this role, you will need:

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  • 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).">
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Benefits

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This position offers a competitive salary and a range of benefits, including:

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  • 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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Estimated Salary Range: $120,000 - $180,000 per year



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