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Senior Financial Planner: Client-Focused Wealth Strategy
Job in
Independence, Cuyahoga County, Ohio, 44131, USA
Listed on 2026-07-01
Listing for:
MAI Capital Management
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
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-LjbffrPosition Requirements
10+ Years
work experience
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