Senior Wealth Advisor

MAI Wealth Management, Inc. • North Canton, OH

106d

About The Position

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high-net-worth individuals. The position is a client relationship position providing financial planning and investment advice to high-net-worth clients. Responsibilities include client acquisition, client communication, and client management to provide an exceptional client experience. As the primary client point of contact, the Senior Wealth Advisor will have a deep understanding of financial planning concepts and to work well with the client’s professional advisors.

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).
• Investment management, third party certification or licensing by relevant agency or association an added plus.

Responsibilities

• Strive to understand clients' goals and objectives in order to develop personalized, comprehensive financial solutions that will help clients reach financial success.
• Provide 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.
• Deliver objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs.
• Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
• Oversee and facilitate the planning for client financial, estate, gift, and trust planning goals.
• Present to clients and collaborate with their attorneys and other professional advisors to implement financial plans.
• Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions.
• Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients.
• 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.
• 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.
• Educate and mentor associates on complex financial planning topics, tax planning strategies, investment management, and long-term client relationship development.
• Impact firm marketing efforts through the writing of technical articles, white papers, etc.

Benefits

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

What This Job Offers

• Career Level: Senior
• Education Level: Bachelor's degree