Senior Wealth Advisor: High-Net-Worth Financial Planning

MAI Capital Management; Charleston (WV); On-site; USD 90,000 - 140,000; Full time

Job summary

MAI Capital Management in Charleston, WV seeks a Senior Wealth Advisor to provide comprehensive wealth management advice and solutions to high-net-worth clients. The role focuses on client acquisition, communication, and ongoing relationship management as the primary point of contact.

You will leverage financial planning concepts, coordinate with professional advisors, and lead client meetings through the wealth planning cycle to deliver personalized portfolios.

Qualifications

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

Responsibilities

• Understand clients' goals to develop personalized financial solutions.
• Provide guidance across insurance, retirement, estate, business planning, education funding, and investments.
• Deliver objective financial advice and analyze opportunities for clients.
• Lead client meetings and collaborate with attorneys and other advisors.
• Manage client relationships and retention to ensure exceptional experience.
• Coordinate with tax professionals on planning concepts and compliance.

Skills

Client relationship management

Wealth planning

Communication

Education

Bachelor's degree in Accounting or Finance

Job description

MAI Capital Management in Charleston, WV seeks a Senior Wealth Advisor to provide comprehensive wealth management advice and solutions to high-net-worth clients. The role focuses on client acquisition, communication, and ongoing relationship management as the primary point of contact.

You will leverage financial planning concepts, coordinate with professional advisors, and lead client meetings through the wealth planning cycle to deliver personalized portfolios.