Financial Planning Analyst – Data & Scenarios
Listed on 2026-10-14
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Finance & Banking
Financial Advisor / Consultant
MAI Capital Management is seeking a Financial Planning Specialist to manage client data in eMoney, analyze complex financial information, and build planning scenarios for advisor review. You will work closely with clients and prospects to gather information and resolve issues as they arise.
The role requires a Bachelor’s degree in business, 2+ years of financial planning experience, and enrollment in the CFP education program with expected CFP designation within six months of hire.
This posting is for the Financial Planning Analyst – Data & Scenarios role at MAI Capital Management, based in Independence Township, OH, United States.
The position is based in Independence Township, OH, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 65.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
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