Elite Wealth Advisor for High-Net-Worth Clients

MAI Capital Management; Hurricane (WV); Vor Ort; USD 120.000 - 190.000; Vollzeit

Zusammenfassung

MAI Capital Management is seeking a Senior Wealth Advisor to provide financial planning and investment advice to high-net-worth clients. You will serve as the primary client contact, lead meetings, and collaborate with professionals to deliver integrated wealth solutions.

Responsibilities include understanding client goals, developing personalized strategies, and guiding teams to deliver exceptional client experiences. A strong background in planning and advisory services is essential.

Qualifikationen

• 10+ years of experience in financial planning, wealth management or related field.
• Bachelor’s degree in Accounting or Finance preferred.
• Investment management licensing or relevant certification a plus.

Aufgaben

• Understand clients' goals to develop personalized, comprehensive financial solutions.
• Provide expert guidance in insurance, retirement planning, estate planning, business planning, education funding and investment advisory.
• Deliver objective, unbiased financial advice to a diverse client base.
• Oversee client relationship cultivation and retention, coordinating with clients' professional advisors.
• Lead client meetings and coordinate with wealth advisor team on comprehensive wealth management.
• Drive portfolio discussions, trading and rebalances within client portfolios.
• Coordinate with accountants on tax planning concepts and tax compliance details for clients.
• Educate associates on complex financial planning topics and contribute to firm thought leadership.
• Contribute to firm marketing by producing technical articles and white papers.

Kenntnisse

Client relationship management

Financial planning

Investment advisory

Team leadership

Communication

Attention to detail

Ausbildung

Bachelor’s degree in Accounting or Finance

Jobbeschreibung

MAI Capital Management is seeking a Senior Wealth Advisor to provide financial planning and investment advice to high-net-worth clients. You will serve as the primary client contact, lead meetings, and collaborate with professionals to deliver integrated wealth solutions.

Responsibilities include understanding client goals, developing personalized strategies, and guiding teams to deliver exceptional client experiences. A strong background in planning and advisory services is essential.