What are the responsibilities and job description for the Financial Planner position at MAI Wealth Management, Inc.?

Job Description

GENERAL JOB DESCRIPTION

We are seeking a highly motivated and detail-oriented Financial Planner to assist our Senior Financial Planner in building comprehensive financial plans and proposals for clients. The ideal candidate will have a strong understanding of financial planning principles, excellent analytical skills, and the ability to work collaboratively within a team environment.

MAJOR DUTIES AND RESPONSIBILITIES

Financial Plan Development : Assist the Senior Financial Planner in creating customized financial plans for clients based on their goals, financial situation, and risk tolerance.
Data Collection & Analysis : Gather and review financial information from clients, such as income, assets, liabilities, and expenses, and analyze this data to develop financial models.
Proposals & Recommendations : Support in drafting clear and detailed financial plan proposals, offering recommendations related to investments, insurance, retirement planning, tax planning, and estate planning.
Client Meetings : Participate in client meetings with the Senior Financial Planner to understand their needs, explain financial strategies, and provide necessary follow-ups.
Documentation & Reporting : Ensure accurate and timely documentation of all financial plans, proposals, and client communications in compliance with regulatory and internal standards.
Product Research : Stay informed on financial products, investment options, and market trends to assist in crafting well-rounded recommendations for clients.
Compliance & Best Practices : Ensure that all financial planning activities adhere to industry regulations and ethical standards.
Client Support : Provide ongoing support to clients by addressing questions, providing periodic updates on financial plan progress, and helping with implementation.
Collaboration : Work closely with other team members, including other financial planners, analysts, and administrative staff to ensure a seamless planning process.

EXPERIENCE / CREDENTIALS

Bachelor’s Degree in Business or related field

Certified Financial Planner™ (CFP®) designation required

Minimum of 5 years of experience in the Financial Planning Industry

Experience with eMoney or other financial planning software

COMPETENCIES

Strong analytical and financial modeling skills.

Excellent written and verbal communication skills.

Ability to manage multiple tasks and meet deadlines.

Knowledge of financial planning software and tools.

Become knowledgeable in other MAI software programs as they pertain to eMoney

High attention to detail and accuracy.

Must be able to elevate issues and ask questions when appropriate, take ownership of work product and be aware of how our work affects the organization

Must be able to appropriately prioritize and organize multiple tasks in a complex and dynamic environment.

Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required

Ability to work independently as well as part of a team. A strong commitment to providing exceptional client service and continuing professional development

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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