Senior Wealth Advisor: Elite High-Net-Worth Planning

MAI Capital Management; North Canton (OH); On-site; USD 120,000 - 180,000; Full time

Job summary

MAI Capital Management in Ohio seeks a Senior Wealth Advisor who will deliver comprehensive financial planning and investment advice to high-net-worth clients. You will be the primary client contact, coordinating with clients' professionals to implement customized wealth solutions.

Responsibilities include client acquisition, ongoing communication, portfolio reviews, and collaboration with a wealth advisor team to tailor plans, tax concepts, and estate planning.

Qualifications

• 10+ years of experience in financial planning or related field.
• Investment management certification or licensing is a plus.

Responsibilities

• Develop personalized wealth solutions for high-net-worth clients.
• Lead client meetings through the wealth planning cycle.
• Collaborate with attorneys and professionals to implement plans.
• Oversee gathering of client tax information and tax planning concepts.
• Educate and mentor associates on complex topics.
• Contribute to firm marketing through technical articles.

Skills

Financial planning

Client relationship

Team collaboration

Communication

Investment advisory

Education

Bachelor’s degree in Accounting or Finance

Job description

MAI Capital Management in Ohio seeks a Senior Wealth Advisor who will deliver comprehensive financial planning and investment advice to high-net-worth clients. You will be the primary client contact, coordinating with clients' professionals to implement customized wealth solutions.

Responsibilities include client acquisition, ongoing communication, portfolio reviews, and collaboration with a wealth advisor team to tailor plans, tax concepts, and estate planning.