Senior Wealth Advisor

MAI Capital Management; Bannockburn (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

A wealth management firm is seeking a Senior Wealth Advisor to manage client relationships and deliver exceptional financial planning services. This role requires a Bachelor’s degree and CFP® certification, alongside a minimum of 5 years in wealth management. The ideal candidate will demonstrate strong financial planning acumen and exceptional communication skills. This position emphasizes collaborative client engagement, comprehensive advice, and continuous improvement within the team's culture.

Qualifications

• Minimum 5 years of client-facing wealth management or financial advisory experience.
• Proven track record of delivering superior client service and measurable growth.
• Team-oriented mindset with commitment to MAI’s 'One Firm' culture.

Responsibilities

• Serve as the primary advisor and relationship manager for assigned clients.
• Create and update comprehensive financial plans.
• Lead regular client review meetings and identify opportunities.

Skills

Exceptional communication skills

Relationship management

Financial planning acumen

Investment literacy

Education

Bachelor’s degree

CFP® certification

Job description

The Senior Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients. This role is responsible for delivering a world-class client experience through personalized financial planning, investment management, and proactive relationship engagement. The Senior Wealth Advisor embodies MAI’s unified culture—collaborating across regions, specialties, and functions to ensure each client receives comprehensive advice and exceptional service.

MAJOR DUTIES AND RESPONSIBILITIES

Growth and Retention

Drive organic growth through client referrals, relationship deepening, and consolidation of external assets.

Partner with Business Development and Marketing teams to deliver presentations, client events, and educational content.

Actively participate in cross-regional collaboration to enhance client outcomes and referral flow.

Client Relationship Management

Serve as the trusted advisor and main point of contact for a defined set of clients and families.

Develop a deep understanding of clients’ goals, values, and financial priorities.

Lead regular client review meetings, proactively identifying opportunities for additional value and consolidation.

Collaborate with internal specialists (planning, investments, insurance, tax, estate, philanthropy) to ensure holistic wealth strategies.

Financial Planning and Investment Management

Create, monitor, and update comprehensive financial plans using firm-approved tools and methodologies.

Develop customized investment strategies aligned with client objectives and MAI’s investment philosophy.

Oversee portfolio construction, rebalancing, and risk management in coordination with the Investment Team.

Deliver ongoing education to clients on market dynamics and financial strategies.

EXPERIENCE/CREDENTIALS

• Bachelor’s degree required; CFP® is required.
• Minimum 5 years of client-facing wealth management or financial advisory experience.
• Strong financial planning acumen and investment literacy.
• Exceptional communication, presentation, and relationship management skills.
• Proven track record of delivering superior client service and measurable growth.
• Team-oriented mindset with commitment to MAI’s “One Firm” culture and continuous improvement.

COMPETENCIES

• Working knowledge of planning strategies and solutions.
• Ability to work in a team environment, but also comfortable leading the effort when called upon.
• Knowledge of investments and macro-economics as they relate to clients’ investment goals and objectives.
• Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.