Senior Financial Planner: Client-Focused Wealth Strategy
MAI Capital Management
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 clients achieve their financial goals by preparing proposals and comprehensive plans while coordinating with integrated service partners. The ideal candidate will have over 5 years of experience, be proficient in financial planning software, and possess excellent communication skills. A Bachelor's degree in finance or a related field is required. #J-18808-Ljbffr MAI Capital Management
Vacancy posted 2 days ago
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