Senior Financial Planner
MAI Capital Management, LLC
GENERAL JOB DESCRIPTION The Senior Financial Planner plays a crucial role on our Financial Planning team, working closely with advisors, clients, and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial planning deliverables. This position contributes to the client experience, ensuring accuracy, consistency, and timeliness of all planning documents, and periodic direct client interactions. MAJOR DUTIES AND RESPONSIBILITIES
- Responsibilities include reviewing data entry into financial planning software, analyzing information, and preparing initial proposals and comprehensive financial plans.
- Partner with Advisors and Clients (60%)
- Collaborate with advisors and clients to understand client objectives and gather necessary financial information.
- Demonstrates the ability to translate financial planning analysis into actionable, client-focused strategies that deliver clear value and support informed decision-making.
- Review initial planning needs, prioritize client goals, clarify data requirements, and help organize all relevant client documents.
- Maintain clear communication with the team regarding case progress and any outstanding data requirements.
- Collaborate with Integrated Services (20%)
- Coordinate with Tax, Estate Planning, Insurance, and Investment teams to collect specialized input for each client's financial plan.
- Consolidate, summarize, and verify all information to ensure alignment with the client's goals.
- Track case activities and maintain accurate records in Salesforce (or similar CRM).
- Create and Support Financial Planning Deliverables (10%)
- Review client data in financial planning software (such as eMoney) ensuring accuracy and consistency.
- Review and prepare initial proposals, plan summaries, and supporting documents based on the advisor's recommendations and the client's goals.
- Collaborate with advisors and clients to refine and finalize comprehensive financial plans, incorporating any updates or new information.
- Financial plans will be drafted in accordance with our comprehensive approach to financial planning based on The Certified Financial Planner Board of Standards.
- Client Presentation Support (10%)
- Organize and prepare meeting materials for advisor-led client presentations.
- Participate in client meetings when necessary to present financial plans, provide detailed insights, and gather additional data.
- Coordinate post-meeting follow-up activities, including updating client records and scheduling next steps.
- Bachelor's degree in finance, financial planning, economics, or related field (or equivalent work experience).
- 5+ years of direct financial planning experience working directly with wealth management clients.
- Certified Financial Planner™ (CFP®) designation required.
- Mastery of eMoney and experience with other financial planning and tax planning software.
- 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.
- Effectively delivers financial planning strategies that create tangible client value by combining technical planning expertise with clear communication and practical implementation considerations.
- 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.
- Excellent verbal and written communication skills; enjoys collaborative teamwork.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with Salesforce or similar CRM is advantageous.
- Must be in good compliance standing with all relevant regulations, rules, and internal policies.
- Discretionary Bonus
- Medical Insurance
- Dental Insurance
- Vision Insurance
- 401(k)
- Health Savings Account
- Paid Maternity Leave
- Paid Parental Leave
- Tuition Reimbursement
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Financial Planner in Independence, OH vacancy
- MAI Capital Management is seeking a Senior Financial Planner to join our Financial Planning team. This crucial role involves working closely with advisors and clients to produce essential financial planning deliverables, ensuring accuracy and timeliness. You will help...Senior
- The Strategic Implementer is seeking a Financial Advisor to join their team in Independence, Ohio. The position offers a hybrid work model after training and involves leading client meetings, collaborating with teams, and maintaining strong client relationships. Candidates...Senior
- A leading financial services firm in Cleveland is seeking an experienced Private Banker to manage client relationships and advise on wealth management strategies. Candidates must have over six years of experience in Private Banking and a Bachelor's Degree, along with necessary...Senior
- ...relationships and provide expert advice on wealth management. Applicants should have over six years of experience in Private Banking or Financial Services, a Bachelor’s Degree, and the required licenses. The ideal candidate will generate business results and ensure...Senior
$116k - $216k
...Summary: Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing... ...S63 and FINRA License S65 (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst (...SeniorWork experience placementWork at officeLocal areaFlexible hoursNight shift- Flynn Group is seeking a Sr. Financial Analyst to support corporate financial forecasting and the annual planning process. The role requires a strong analytical background and proficiency in financial modeling. Candidates should possess a Bachelor's degree and 3-5 years...SeniorWork at officeRemote workMonday to Friday
$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...SeniorHourly payContract workFor contractorsWork experience placementRemote workData Annotation
Seven Hills, OHmore than 2 months ago- Northwest Bank in Independence, OH is seeking a Distributed Mortgage Loan Processor to handle residential mortgage loan applications. The role involves ensuring compliance with policies and working collaboratively with team members. The ideal candidate should have 3 - 5...Senior
- ...WealthBridge Financial Group is seeking a results-oriented Senior Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals....Senior
WealthBridge Financial Group
Twinsburg, OH1 day ago - Bank of America is looking for a professional to manage fiduciary and investment management accounts in Cleveland, Ohio. The role includes supporting high-net-worth clients through detailed administration and compliance, while ensuring a high-quality experience tailored...Senior
- A financial services company in Cleveland is seeking a Senior Financial Advisor to partner with branch staff in providing tailored financial solutions to customers. The ideal candidate will have investment sales experience and necessary licenses, a strong ability to communicate...SeniorFlexible hours
- Crains Cleveland is seeking a Private Banker to provide exceptional service to clients in the U.S. Private Bank. You will manage and maintain client relationships, advise on wealth management strategies, and generate new business. The suitable candidate should possess over...Senior
- ...Advisor to serve high net-worth clients. This role includes managing client engagements, analyzing investment objectives, and preparing financial plans. The ideal candidate will have over 10 years of wealth management experience and preferably a CFP designation. The position...Senior
- MBC Talent Connections is seeking a Senior Financial Advisor based in Cleveland, Ohio. This role offers an exciting opportunity for experienced advisors to manage and grow their book of business within a supportive platform that emphasizes client relationships and less...SeniorRemote jobFlexible hours
- A financial services company in Beachwood, Ohio, is seeking a Private Bank Wealth Advisor IV to manage high-net-worth client relationships and deliver comprehensive Wealth Plans. The ideal candidate will have over 10 years of experience in wealth management or financial...SeniorRemote jobFlexible hours
- Bakerhostetler-1 is seeking an experienced Real Estate Finance Paralegal for its Cleveland office, where you will support attorneys in a dynamic practice. The ideal candidate will handle various tasks, including managing deadlines and client communications. With a focus...SeniorWork at office
- ...- 5 years of experience in the mortgage industry 2 - 6 years of experience demonstrating success processing mortgage loans for a financial institution General Employee Knowledge, Skills, and Abilities Ability to establish effective working relationships among team members...SeniorWork experience placementWork at office
$120k - $130k
...Advisor for its Beachwood, Ohio office. This role focuses on serving high net‑worth clients by providing tailored wealth management and financial planning services. Ideal candidates will have extensive experience in wealth management, preferably with a CFP designation. A...SeniorWork at office$150k - $200k
Golden Reserve, LLC in Cleveland, Ohio, is seeking an experienced financial sales professional to conduct client meetings and uphold company standards. This role provides the opportunity to focus on retirement planning without needing to source clients directly. Unique...Senior- Job Overview A law firm seeks a senior-level tax credit finance associate to join its team in Cleveland, OH. The ideal candidate will... ...in the initial structuring of tax credit transactions. Review financial projections and negotiate business and legal issues. Draft, review...SeniorTemporary work
- A prominent financial institution in Cleveland is seeking a Wealth Advisor III to manage client relationships and develop comprehensive financial plans. The role requires a deep understanding of investment management and compliance regulations. Candidates should have at...SeniorFull timeContract work
$70k - $140k
...HFA Financial Advisor Senior - Branch The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible...SeniorTemporary workWork at officeRemote workWork from homeFlexible hours- ...A global consulting firm is seeking a Senior Technology Analyst to assist in ERP project phases, including requirements gathering and system testing. Candidates should possess a Bachelor's degree and 2 to 4 years of relevant experience with ERP systems. Strong analytical...Senior
Ernst & Young Oman
Cleveland, OH1 day ago - ...We are looking for a Senior FP&A Analyst to work for our client. The ideal candidate aligns with the responsibilities and qualifications... ...a strategic and analytical Senior FP&A Analyst to support financial planning, forecasting, reporting, and operational decision-making...Senior
Ringside Talent Acquisition Partners
Cleveland, OH4 days ago $225k - $275k
About this position Golden Reserve is looking for an experienced financial sales professional. This senior level sales role is responsible for leading client meetings, upholding Golden Reserve's processes and standards, and serving as a culture leader and mentor for developing...Senior- BCG Attorney Search is seeking a senior-level tax credit finance associate to join its team in Cleveland, OH. The ideal candidate will... ...This role includes leading transaction structuring, reviewing financials, and drafting legal documents. Comprehensive benefits such as health...Senior
- ...Medicare Advantage, Medicare Supplement, and individual plans. Job Summary: Provides complex analysis and accurate and timely financial information. Generates management reports and interfaces with corporate departments where necessary. Works independently to solve...SeniorCasual workWork at officeRemote work3 days per week
Medical Mutual of Ohio
Cleveland, OH15 hours ago - Ohio Machinery Co. is seeking a Manager of Talent Acquisition in Broadview Heights, Ohio. This pivotal role focuses on leading the talent acquisition strategy across multiple business units. You will oversee recruiting, manage a team, and align efforts with workforce development...Senior
Ohio Machinery Co
Broadview Heights, OH1 day ago - Superior Dental Care, Inc. in Cleveland, Ohio is seeking a qualified financial analyst who will provide complex analysis and timely financial information. The role involves preparation of management reports and working independently to solve problems while supporting various...Senior
- Signet Jewelers in Cleveland, OH is seeking a Financial Analyst to enhance financial forecasting and reporting for the Jared Brand. This... ...stakeholders to analyze financial trends and deliver insights to senior management. Candidates should have 3-5 years of experience in...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Planner. Be the first to apply!
Related searches
- financial associate Independence, OH
- financial consultant Independence, OH
- financial planning assistant Independence, OH
- financial advisor associate Independence, OH
- estate planning consultant Independence, OH
- jde finance consultant Independence, OH
- financial planning associate Independence, OH
- financial planner Independence, OH
- financial counselor Independence, OH
- finance associate Independence, OH