Job Description
ABOUT THE COMPANY
Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth management and sports & entertainment businesses, continuously expanding our clientele to include those who need specialized financial planning assistance. We are driven by a fiduciary duty to act in our clients’ best interests and have developed a variety of solutions to serve the breadth of their needs. We provide financial & estate planning, investment management, tax planning & preparation, insurance & risk management, accounting & bill pay, and philanthropy advice as well as boutique services like family office or specialized solutions to people in the sports and entertainment industries.
GENERAL JOB DESCRIPTION
We are currently seeking a Wealth Advisor to work directly with our clients and to assist in managing our growing business. The ideal candidate for this position has background providing sound financial advice to a wide range of individuals. The successful candidate joins a highly professional team that provides strategic advice to clients including, but not limited to, cash management, insurance analysis, retirement, tax & estate planning, and investment advisory services.
MAJOR DUTIES AND 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.
Provide objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Utilizing planning skills and strategies to meet client needs.
Client relationship development and management, including ongoing and regular client contact and communications.
Client meeting preparation: review all required paperwork prior to meetings.
Actively engage with clients to update financial planning goals, objectives and strategies.
Work closely with the Investment Team to assist with the investment management process. This includes the coordination of the comprehensive planning and wealth management strategies.
Participate in business development process with prospective clients.
Maintain and grow your financial planning and investment knowledge through continuous reading of periodicals, white papers, research reports and other industry publications.
EXPERIENCE/CREDENTIALS
Bachelor’s degree in Accounting or Finance is required
5+ years of relevant experience dealing with wealth management clients and/or services
Certified Financial Planner (CFP) or currently pursuing CFP is required
eMoney experience is required
Investment management, third party certification or licensing by relevant agency or association an added plus
COMPETENCIES
Working knowledge of planning strategies and solutions.
Ability to work in a team environment, but also comfortable leading the effort when called upon.
Knowledge of investments and macro-economics as they relate to clients’ investment goals and objectives.
Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.
High attention to detail.
Strong written and oral communication.
FEATURED BENEFITS:
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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