Senior Financial Planner: Client-Centric Wealth Strategy

MAI Capital Management; Independence Township (OH); On-site; USD 95,000 - 130,000; Full time

Job summary

MAI Capital Management is seeking a Senior Financial Planner to join our Financial Planning team in the United States. You will work closely with advisors, clients, and service partners to deliver accurate planning deliverables and ensure timely client interactions.

Responsibilities include reviewing data, preparing initial proposals, collaborating with integrated services, and maintaining client records in Salesforce.

Qualifications

• Bachelor's degree in finance, financial planning, economics, or related field required or equivalent experience.
• 10+ years of direct financial planning experience with wealth management clients.
• Mastery of eMoney and experience with other financial planning and tax planning software.

Responsibilities

• Partner with Advisors and Clients to understand objectives and gather necessary financial information.
• Explain financial planning analysis and translate into actionable client strategies.
• Coordinate with Tax, Estate Planning, Insurance, and Investment teams to collect input for plans.
• Review and prepare initial proposals, plan summaries, and supporting documents.
• Present financial plans in client meetings and update records after sessions.

Skills

Attention to detail

Organizational skills

Communication skills

Client-focused service

Independent work

Team collaboration

Education

Bachelor's degree in finance, financial planning, economics, or related field

Tools

eMoney

Salesforce

Microsoft Office (Word, Excel, PowerPoint)

Tax planning software

Job description

MAI Capital Management is seeking a Senior Financial Planner to join our Financial Planning team in the United States. You will work closely with advisors, clients, and service partners to deliver accurate planning deliverables and ensure timely client interactions.

Responsibilities include reviewing data, preparing initial proposals, collaborating with integrated services, and maintaining client records in Salesforce.