ClevelandRecruiter Since 2001
the smart solution for Cleveland jobs

Senior Financial Planning Specialist

Company: MAI Capital Management, LLC
Location: Cleveland
Posted on: March 28, 2020

Job Description:

Sr. Financial Planning SepcialistMAI Capital Management, LLCJOB TITLE:----------------------------Sr. Financial Planning SpecialistDEPARTMENT:--------------Wealth ManagementSUPERVISOR:------------------Shannon Heffner; DirectorDUTIES AND RESPONSIBILITIESThe Senior Financial Planning Specialist will be responsible for reviewing client information entered into eMoney by the Financial Planning Team, training team members on financial planning techniques, and reviewing output with Wealth Advisors as needed.--They will work directly with team management to manage the daily team workflow, create training plans and provide feedback and assistance with process improvement. The role requires someone who is proactive and has the ability to seek out new opportunities to assist advisors in planning more effectively, maximize data, define best practices and identify high-impact activities. --COMPETENCIESResponsible for partnering with our team in creating and implementing detailed financial plans in eMoney. The plans will be drafted in accordance with our comprehensive approach to financial planning based on The Certified Financial Planner Board of StandardsMust be able to analyze eMoney reports and complex estate documents to ensure accuracy of all information within the eMoney platform.Review inputs and Advanced Plan techniques prepared by the team and provide feedback and training when necessary. Will also review planning scenarios created outside of team as requested.Prepare financial planning scenarios and test for accuracy, soundness and effectiveness. Must be able to discuss and explain scenarios with Advisors.Assist with team training by managing the weekly financial planning presentations, preparing presentations on various topics, and reviewing team member presentations.--Provide support and mentoring to team members to develop career building skills as it pertains to financial planning. Areas of emphasis include financial goals and retirement needs analysis, Social Security and Medicare planning, education planning, tax projections, charitable planning, insurance planning needs, executive compensation and stock option analysis, estate planning, and cash flow analysis.Requires client interaction as it pertains to presenting the functionality of eMoney to clients and prospects, training and education for internal eMoney users and preparing financial planning scenarios for Advisors.Solid understanding of personal financial planning and income tax issues.Clients finances can include a variety of unique components and requires the candidate to quickly understand how those unique components work together to help our clients reach their financial goals.Desire for excellence; demonstrates accuracy, thoroughness, and consistent improvement.Strong organizational skills, multitasking, service-minded, and meticulous adherence to details required.Ability to process and analyze information in an efficient manner with a high attention to detail Ability to learn and understand complex financial planning techniques Must be flexible to our changing client and company needsStay abreast of software changes, participate in weekly training and be able to communicate changes to internal and external clients.Become knowledgeable in other MAI software programs as they pertain to eMoneyMust be able to elevate issues and ask questions when appropriate, take ownership of work product and be aware of how our work affects the organizationQUALIFICATIONS FOR THE JOBBachelor's Degree in Business or related fieldeMoney or other financial planning software experienceMust be self-motivated with a good work ethic, and have demonstrated the discipline to work independentlyCertified Financial Planner--- (CFP--) designation requiredStrong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details requiredUnderstands major financial planning componentsMinimum of 5-7 years of experience in the Financial Planning Industry

Keywords: MAI Capital Management, LLC, Cleveland , Senior Financial Planning Specialist, Accounting, Auditing , Cleveland, Ohio

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Collections Representative II
Description: Collections Representative II needs 2 years experience Collections Representative II requires: Collections experience AR experience Collections
Company: Global Channel Management, Inc.
Location: Akron
Posted on: 04/6/2020

Collections Representative II
Description: Collections Representative II needs 2 years experience Collections Representative II requires: Collections experience AR experience Collections
Company: Global Channel Management, Inc.
Location: Cleveland
Posted on: 04/6/2020

Preset Appointments! Financial Sales! Big Bucks!
Description: We do NOT merely save small business owners money on their merchant credit card processing fees.
Company: Colorado Protection, LLC - zipCCfees
Location: Elyria
Posted on: 04/6/2020


Travel Nurse - Onclgy RN - Billings, MT
Description: Travel Oncology RN needed for Billings, MT Take home 1,860 a week helping those in need Local's are also encouraged to apply Job Details ul li Travel RN's bring home 1,860 a week li 40 Hours (more...)
Company: General Healthcare Resources - Travel Nursing
Location: Cleveland
Posted on: 04/6/2020

Entry Level Customer Service Associate
Description: We are actively seeking customer service and appointment setting representatives. Your primary responsibility is to supply specialized assistance to our current client base. In this position, you will (more...)
Company: Morani Enterprise
Location: Cleveland
Posted on: 04/6/2020

Appointment Scheduling Data Entry Reps
Description: We are actively seeking customer service and appointment setting representatives. Your primary responsibility is to supply specialized assistance to our current client base. In this position, you will (more...)
Company: Morani Enterprise
Location: Elyria
Posted on: 04/6/2020

Night Auditor - Cleveland Marriott Downtown at Key Center - (19169936)
Description: Here's To Your Journey with Marriott Hotels Resorts Suites Marriott International portfolio of brands includes both JW Marriott and Marriott Hotels. Marriott Hotels, Marriott Internationals flagship brand (more...)
Company: Marriott International, Inc,
Location: Akron
Posted on: 04/6/2020

Data Entry
Description: Our organization is Developing quickly and we are searching for Those who are inspired and energetic self starters to join our enterprise. You are going to be a huge part to our achievement as our Customer (more...)
Company: Cormadata
Location: Akron
Posted on: 04/6/2020

Telemarketing Associate
Description: We are actively seeking customer service and appointment setting representatives. Your primary responsibility is to supply specialized assistance to our current client base. In this position, you will (more...)
Company: Morani Enterprise
Location: Willoughby
Posted on: 04/6/2020

Controller - Cleveland, OH - $85,000 - $110,000
Description: Controller - Cleveland, OH - 85,000 - 110,000 Controller - Cleveland, OH - 85,000 - 110,000 Anderson Frank is currently working with a client who is looking for a Controller to join their rapidly growing (more...)
Company: Anderson Frank
Location: Cleveland
Posted on: 04/6/2020

Log In or Create An Account

Get the latest Ohio jobs by following @recnetOH on Twitter!

Cleveland RSS job feeds