Sr Wealth Advisor - Financial Planning

GENERAL JOB DESCRIPTION

The Sr. Wealth Advisor will be responsible for supporting and implementing MAI's full-service approach towards comprehensive wealth management. This person will manage high net worth client relationships by providing financial guidance and developing individualized plans tailored to client needs.

MAJOR DUTIES AND RESPONSIBILITIES

• Serve as the primary contact in supporting client's overall financial planning needs (fact gathering, objectives, analyzing, recommendations, presenting, implementing, and monitoring).
• Generate guidance reports related to cash flow, estate, retirement, gift, charitable, tax and insurance planning.
• Consistently and proactively engage with clients and their immediate families.
• Develop strong product knowledge and client relationship management skills.
• Regularly monitor and rebalance client portfolios to adhere to IPS guidelines.
• Acquire, develop, and retain assets within existing client base.
• Participate in Investment, Wealth Planning, and Alternative Investment group discussions to stay abreast on company-wide thinking and opportunities.

EXPERIENCE/CREDENTIALS

• Bachelor's Degree in business or related field.
• 7-10 years' experience in an RIA/Investment Management Firm or other type of Financial Services.
• Certified Financial Planner (CFP) required.
• Additional Wealth Management certifications, designations, or licensing a plus.
• Proficient in Microsoft Office (Word, Excel, PowerPoint)

COMPETENCIES

• Advanced understanding of the full range of wealth management topics and solutions.
• Client-centric.
• High attention to detail.
• Strong written and verbal communication skills.
• Critical thinking skills to assess clients' current financial position and evolving needs or requirements.
• Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity.
• Thrives in a team-based environment; able to collaborate; comfortable operating in an entrepreneurial fashion.
• Maintains absolute confidentiality of client information and safeguards client and firm data; maintains high ethical standards in all practices.

FEATURED BENEFITS:

• Discretionary Bonus
• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k)
• Health Savings Account
• Paid Maternity Leave
• Paid Parental Leave
• Tuition Reimbursement

Location: Independence, OH, US

Posted Date: 11/28/2024