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Wealth Specialist

Job

MAI WEALTH MANAGEMENT, INC.

Independence, OH (In Person)

Full-Time

Posted 1 week ago (Updated 1 week ago) • Actively hiring

Expires 7/15/2026

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Job Description

Wealth Specialist
MAI WEALTH MANAGEMENT, INC.
Independence, OH Job Details 14 hours ago Benefits Paid parental leave Health savings account Health insurance Dental insurance 401(k) Tuition reimbursement Parental leave Vision insurance Qualifications Customer communication Confidential information handling Team leadership Financial services Full Job Description
GENERAL JOB DESCRIPTION
The Wealth Specialist will be a member of a team that supports high net worth client relationships. We help our clients by developing individualized plans for everything from retirement goals to business succession planning to family legacy intentions.
MAJOR DUTIES AND RESPONSIBILITIES
Work closely with the Wealth Manager to support clients and prospects. Identify growth opportunities in existing client base. Serve as a key liaison to other areas supporting the client needs and solutions. Plan and manage new account on-boarding process. In coordination with the Wealth Manager meet with clients to fulfill requests, gather documents and general follow up. Maintain a comprehensive list of financial planning and investment action items. Consistently and proactively follow up with clients to ensure timely execution of all open items. Develop strong product knowledge and client relationship management skills. Prepare preliminary client correspondence and professional client presentation materials. Work with the Wealth Manager to monitor client accounts for excess cash, reallocation ideas and out of tolerance IPS. Manage Alternative Investment on-boarding process for clients.
EXPERIENCE/CREDENTIALS
The successful candidate should possess a minimum of 2- 5 years' experience in the Financial Services marketplace. Bachelor's Degree Certified Financial Planner (CFP) preferred. Ability to work in an entrepreneurial, fast paced environment and provide leadership. Thrives in a high energy team-based environment. Excellent problem solving and communication skills. Proficient with Microsoft Office Suite Maintain absolute confidentiality of client information.
COMPETENCIES
Excellent verbal and written communication and interpersonal skills Experience working on interdepartmental teams. Excellent analytical skills Excellent organization skills Initiative, ability to overcome hurdles, solves problems and make decisions independently.
FEATURED BENEFITS
Medical Insurance Dental Insurance Vision Insurance 401(k) Health Savings Account Paid Maternity Leave Paid Parental Leave Tuition Reimbursement