Job summary
Job post source
This job is directly from MAI Capital Management
Job overview
The Regional Planning Consultant at MAI Capital Management is responsible for facilitating training sessions and developing financial planning strategies to support advisor growth and regional planning initiatives.
Responsibilities and impact
The consultant conducts training sessions via video conference and at branch offices, develops and updates training materials, performs skills gap analyses, collaborates with leadership to customize training, collects feedback, prepares reports on training outcomes, and builds strong relationships with advisors.
Experience and skills
The position requires a Bachelor's degree, CFP certification, at least 7 years in financial services focusing on RIA business, experience as an advisor, proficiency in eMoney, strong communication, coaching, consulting, and organizational skills, with preferred skills in e-learning and virtual training platforms.
Company information
MAI Capital Management is a fast-growing Registered Investment Advisor (RIA) firm focused on financial planning and wealth management.
Job location and travel
The role requires approximately 20% travel to branch offices and involves remote training facilitation.
Unique job features
The role uniquely combines financial planning expertise with training facilitation and curriculum development, emphasizing organic growth and tailored regional strategies.
Company overview
MAI Capital Management is a wealth management firm that offers personalized investment advisory services to high-net-worth individuals, families, and institutions. They generate revenue through asset management fees, financial planning, and advisory services. Founded in 1973, the company has a long history of providing tailored financial solutions and has expanded its offerings to include retirement planning, tax strategies, and estate planning. Their client-centric approach and commitment to fiduciary responsibility have established them as a trusted name in the financial services industry.
How to land this job
Position your resume to highlight your extensive experience in financial services, especially within the RIA business, emphasizing your CFP® certification and advisor background.
Focus on showcasing your skills in training facilitation, curriculum development, and needs assessment, along with your proficiency in eMoney and virtual training platforms if applicable.
Apply through multiple channels including MAI Capital Management's corporate careers page and LinkedIn to maximize your exposure for the Regional Planning Consultant role.
Connect with current employees in the training or regional planning divisions at MAI Capital Management on LinkedIn; start conversations by referencing recent company initiatives or asking about their experience with training programs.
Optimize your resume for ATS by including keywords such as 'training facilitation,' 'financial planning,' 'CFP®,' 'eMoney,' 'needs assessment,' and 'curriculum development' to ensure it passes automated screenings.
Use Jennie Johnson's Power Apply feature to automate applying across various platforms, tailor your resume to the job description, and identify LinkedIn contacts for networking, saving you time and increasing your chances of success.
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