Jobs
>
St. Louis

    Wealth Specialist - St Louis, United States - MAI Wealth Management, Inc.

    MAI Wealth Management, Inc.
    MAI Wealth Management, Inc. St Louis, United States

    Found in: Lensa US 4 C2 - 1 week ago

    MAI Wealth Management, Inc. background
    Description
    Job Description

    Job Description


    GENERAL JOB DESCRIPTION

    The Wealth Specialist, Senior Associate will be a member of a dynamic family office 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.

    Tax planning for individuals and closely held business owners is central to this role.


    MAJOR DUTIES AND RESPONSIBILITIES
    Work closely with the Wealth Manager to support high net worth clients and prospects in advanced financial planning, income tax minimization, insurance strategies and risk mitigation, investment allocation, manager selection, implementation, monitoring and other related matters
    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, meets with clients to fulfill requests, gather documents and general follow up.
    Maintain and manage 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 income tax preparation and planning field or Financial Services marketplace.

    Bachelor's Degree.
    Certified Financial Planner (CFP) preferred. Certified Public Accountant a plus.
    Ability to work in an entrepreneurial, fast paced and team based environment
    Excellent critical thinking, 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 organizational skills.
    Initiative, ability to overcome hurdles, solve problems and make decisions independently.

    #J-18808-Ljbffr
  • Stifel

    Business Analyst- Cash Product

    Found in: Lensa US P 2 C2 - 25 minutes ago

    Stifel St Louis, United States

    Summary · This role is a member of the Cash Management and Banking Services team, which is responsible for Brokerage Cash Management Accounts, the Bank Sweeps Program, Stifel Bank Deposit Accounts, Credit Cards programs and the Firm's payments strategy. This will require partne ...

  • Stifel

    IT Program Manager

    Found in: Lensa US P 2 C2 - 25 minutes ago

    Stifel St Louis, United States

    Summary · The IT Program Manager is responsible for leading and managing large-scale IT programs. This role will define program scope, develop program plans, and coordinate cross-functional teams to ensure successful migration outcomes. · Essential Duties & ResponsibilitiesLead ...

  • Stifel

    IT Application Security Engineer

    Found in: Lensa US P 2 C2 - 24 minutes ago

    Stifel St Louis, United States

    Summary · The Application Security Engineer is responsible for the secure design and testing of internally developed software and deeply understands security principles, technologies, and methodologies. Application Security Engineers work with software development teams to ensur ...

  • Stifel

    IT Security Governance Analyst II

    Found in: Lensa US P 2 C2 - 23 minutes ago

    Stifel St Louis, United States

    Summary · Under general supervision, the IT Security Governance Analyst II is a front-line member of the IT Security Program team responsible for the overall management of the IT Security Program. The IT Security Governance Analyst is responsible for supporting internal, externa ...

  • Stifel

    Security Engineer

    Found in: Lensa US P 2 C2 - 24 minutes ago

    Stifel St Louis, United States

    Job Summary · The IT Security Threat Engineer I is a front-line member of the Threat and Vulnerability Management team that has responsibility for detecting potential risks to the Stifel network and assets. The IT Security Threat Engineer I is responsible for identifying vulnera ...

  • Stifel

    IT Project Manager II

    Found in: Lensa US P 2 C2 - 2 days ago

    Stifel St. Louis, United States Full time

    Summary · The IT Project Manager II (PM) directs the design and development of new application programs for specified projects. The Project Manager II is responsible for the planning, implementing, and tracking of projects for a specific Operations area(s). This role must communi ...

  • Stifel

    Senior Application Security Engineer

    Found in: Lensa US P 2 C2 - 25 minutes ago

    Stifel St Louis, United States

    Summary · The Sr. Application Security Engineer is responsible for the secure design and testing of internally developed software and deeply understands security principles, technologies, and methodologies. The Sr Application Security Engineer works with software development tea ...

  • Stifel

    Sr. IT Service Management Analyst

    Found in: Lensa US P 2 C2 - 24 minutes ago

    Stifel St Louis, United States

    Job Summary · The ITSM Sr. Analyst - Service Catalog has primary responsibilities focused on IT Service Management documentation, communications and training, and process evaluation, improvements, execution and compliance. The analyst works to facilitate new process design and e ...

  • tapwage

    Data Engineer

    Found in: Lensa US P 2 C2 - 2 weeks ago

    tapwage St. Louis, United States Full time

    Summary · The Data Engineer is responsible for designing, developing, and maintaining data pipelines and infrastructure on the AWS platform. The Data Engineer works with large volumes of data, ensuring its quality, reliability, and accessibility. Tasks may include data ingestion, ...

  • Stifel

    Client Reporting Services Specialist

    Found in: Talent US C2 - 4 days ago

    Stifel St. Louis, United States Full time

    Summary · The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to ...

  • Penn Foster Inc

    Sr. System Engineer

    Found in: Lensa US 4 C2 - 5 days ago

    Penn Foster Inc St Louis, United States

    Summary · The Sr. Endpoint System Engineer will provide assistance for all software deployment activities within the IT Operations team. This individual will provide input for all projects that involve workstation imaging. The Endpoint System Engineer is responsible for assisting ...

  • Stifel Financial

    QA Analyst I

    Found in: Lensa US 4 C2 - 6 days ago

    Stifel Financial St Louis, United States

    Summary · The Business Integration Quality Assurance (QA) Analyst I is responsible for assisting in the QA effort to maintain the integrity of a web-based workflow application by working with Business and Technical Analysts to thoroughly understand project goals, new features, a ...

  • Stifel

    IT Security Governance Analyst II

    Found in: Lensa US 4 C2 - 3 days ago

    Stifel St Louis, United States

    Under general supervision, the IT Security Governance Analyst II is a front-line member of the IT Security Program team responsible for the overall management of the IT Security Program. The IT Security Governance Analyst is responsible for supporting internal, external, and clie ...

  • Stifel

    Release Train Engineer

    Found in: Lensa US 4 C2 - 5 days ago

    Stifel St Louis, United States

    Summary · The Release Train Engineer (RTE) is a servant leader and coach for the Agile Release Train (ART). The RTE's major responsibilities are to facilitate the ART events and processes and assist the teams in delivering value. RTEs communicate with stakeholders, escalate imped ...

  • Stifel

    Security Engineer

    Found in: Lensa US 4 C2 - 2 days ago

    Stifel St Louis, United States

    Security Engineer - Threat and Vulnerability Management · Stifel · Stifel is a full service brokerage and investment banking firm. The Company provides securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors ...

  • Stifel Financial

    Business Analyst II

    Found in: Lensa US 4 C2 - 6 days ago

    Stifel Financial St Louis, United States

    Summary · The Business Integration Business Analyst II will coordinate the development of small to large scale projects from conception to implementation. This position will analyze, design, and document system requirements with business area(s) sponsoring the project. Acts as t ...

  • Federal Reserve Bank

    Internal Audit Risk Specialist, Safety and Soundness

    Found in: Lensa US 4 C2 - 5 days ago

    Federal Reserve Bank St Louis, United States

    Company · Federal Reserve Bank of St. LouisThe Supervision Division is looking for individuals with a background in Internal Audit to join our Safety & Soundness team. As an Internal Audit Risk Specialist, you will assess bank's internal audit program including the effectiveness ...

  • Stifel

    Deputy General Counsel

    Found in: Talent US C2 - 4 days ago

    Stifel St. Louis, United States Full time

    Summary · The Deputy General Counsel will provide legal advice and service primarily to Stifel Financial Corp.'s subsidiary banks and trust companies (collectively, the "Banks"). In cooperation with management of the Banks and their parent company, the candidate will have respons ...

  • Federal Reserve System

    Enterprise Risk Management

    Found in: Lensa US 4 C2 - 6 days ago

    Federal Reserve System St Louis, United States

    **Company** · Federal Reserve Bank of St. Louis · The Supervision Division is looking for individuals with a background in Enterprise Risk Management (ERM) to join our Safety & Soundness team. As an ERM Specialist, you will assess a bank's overall risk management function, includ ...

  • Federal Reserve System

    Internal Audit Risk Specialist, Safety and Soundness

    Found in: Lensa US 4 C2 - 6 days ago

    Federal Reserve System St Louis, United States

    **Company** · Federal Reserve Bank of St. Louis · The Supervision Division is looking for individuals with a background in Internal Audit to join our Safety & Soundness team. As an Internal Audit Risk Specialist, you will assess bank's internal audit program including the effecti ...