MAI Capital Management
Overview
Accomplished and highly proven at acquiring new clients by leveraging external networks and firm presence in the community 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 role 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 will work well with the client’s professional advisors.
Major duties and responsibilities
Strive to understand clients\' goals and objectives to develop personalized, comprehensive financial solutions that 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 by analyzing investment opportunities and client needs, utilizing planning skills and strategies to meet client needs.
Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
Oversee and facilitate planning for client financial, estate, gift, and trust planning goals. Present to clients and collaborate with attorneys and other professional advisors to implement.
Lead client meetings at all phases of the wealth planning cycle 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.
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, obtain tax compliance details, cash flows, etc.
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 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, and long-term client relationship development.
Impact firm marketing efforts through the writing of technical articles and white papers, etc.
Experience/Credentials
10+ years’ experience in financial planning, accounting, legal, or a related organization providing relevant experience.
Bachelor’s degree in Accounting or Finance preferred.
Certified Financial Planner (CFP)
Investment management or relevant licensing/certification is a plus
Competencies
Working knowledge of planning strategies and solutions
Ability to work in a team environment and lead when required
Knowledge of investments and macro-economics as they relate to client goals
Collaborative team member who delivers outstanding results
High attention to detail
Strong organizational, written, and oral communication skills
Featured Benefits
Medical Insurance
Dental Insurance
Vision Insurance
401(k)
Health Savings Account
Paid Maternity Leave
Paid Parental Leave
Tuition Reimbursement
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
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The position is a client relationship role 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 will work well with the client’s professional advisors.
Major duties and responsibilities
Strive to understand clients\' goals and objectives to develop personalized, comprehensive financial solutions that 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 by analyzing investment opportunities and client needs, utilizing planning skills and strategies to meet client needs.
Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
Oversee and facilitate planning for client financial, estate, gift, and trust planning goals. Present to clients and collaborate with attorneys and other professional advisors to implement.
Lead client meetings at all phases of the wealth planning cycle 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.
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, obtain tax compliance details, cash flows, etc.
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 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, and long-term client relationship development.
Impact firm marketing efforts through the writing of technical articles and white papers, etc.
Experience/Credentials
10+ years’ experience in financial planning, accounting, legal, or a related organization providing relevant experience.
Bachelor’s degree in Accounting or Finance preferred.
Certified Financial Planner (CFP)
Investment management or relevant licensing/certification is a plus
Competencies
Working knowledge of planning strategies and solutions
Ability to work in a team environment and lead when required
Knowledge of investments and macro-economics as they relate to client goals
Collaborative team member who delivers outstanding results
High attention to detail
Strong organizational, written, and oral communication skills
Featured Benefits
Medical Insurance
Dental Insurance
Vision Insurance
401(k)
Health Savings Account
Paid Maternity Leave
Paid Parental Leave
Tuition Reimbursement
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
#J-18808-Ljbffr