Wealth Advisor, Build Clients’ Financial Futures

MAI Capital Management; Huntington (WV); On-site; USD 70,000 - 110,000; Full time

Job summary

MAI Capital Management is seeking a Wealth Advisor to work with clients and help manage the growing business. The role involves delivering sound financial advice across cash management, insurance analysis, retirement, tax & estate planning, and investment advisory services.

You will develop personalized financial solutions, prepare planning projections, and collaborate with the Investment Team to coordinate wealth strategies and business development efforts.

Qualifications

• Bachelor's degree in Accounting or Finance preferred.
• 5+ years of wealth management experience.
• Investment management certification or licensing a plus.

Responsibilities

• Understand clients' goals to develop personalized financial solutions.
• Provide guidance in insurance, retirement, estate planning, and investments.
• Analyze client needs and opportunities to offer unbiased advice.
• Maintain ongoing client contact and meetings to review plans.
• Prepare planning projections and recommendations using eMoney and other tools.

Skills

Client relationship management

Financial planning

Investment knowledge

Team collaboration

Education

Bachelor's degree in Accounting or Finance

Tools

eMoney

Job description

MAI Capital Management is seeking a Wealth Advisor to work with clients and help manage the growing business. The role involves delivering sound financial advice across cash management, insurance analysis, retirement, tax & estate planning, and investment advisory services.

You will develop personalized financial solutions, prepare planning projections, and collaborate with the Investment Team to coordinate wealth strategies and business development efforts.