Wealth Advisor: Create Custom Financial Plans

MAI Wealth Management, Inc.; Huntington (WV); On-site; USD 80,000 - 140,000; Full time

Job summary

MAI Wealth Management, Inc. is seeking a Wealth Advisor to work with clients and help manage our growing practice.

The ideal candidate will deliver strategic financial advice across cash management, retirement, estate planning, tax planning, and investments, with a focus on personalized client service and relationship development. You will collaborate with the Investment Team and participate in business development while staying current on market trends.

Qualifications

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

Responsibilities

• Develop personalized financial solutions to help clients reach goals.
• Provide unbiased financial advice across insurance, retirement, estate, and investments.
• Maintain client relationships with ongoing contact and communications.
• Prepare meetings by reviewing paperwork and updating plans.
• Collaborate with Investment Team on comprehensive wealth strategies.

Skills

Client relationship management

Financial planning

Team collaboration

Investment knowledge

Education

Bachelor’s degree in Accounting or Finance

Tools

eMoney

Job description

MAI Wealth Management, Inc. is seeking a Wealth Advisor to work with clients and help manage our growing practice.

The ideal candidate will deliver strategic financial advice across cash management, retirement, estate planning, tax planning, and investments, with a focus on personalized client service and relationship development. You will collaborate with the Investment Team and participate in business development while staying current on market trends.