Wealth Advisor: Holistic Planning & Client Growth

MAI Capital Management; Independence (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

MAI Capital Management is seeking a Wealth Advisor to serve as the primary advisor and relationship manager for clients. Responsibilities include financial planning, investment management, and enhancing client relationships. Candidates should possess a bachelor's degree and preferably advanced certifications like CFP or CFA, along with at least 3 years of experience in wealth management. This position emphasizes a team-oriented culture and exceptional client service in Independence, Ohio.

Qualifications

• Minimum 3 years of client-facing wealth management or financial advisory experience.
• Strong financial planning acumen and investment literacy.
• Proven track record of delivering superior client service.

Responsibilities

• Serve as the trusted advisor and main point of contact for clients.
• Create and monitor comprehensive financial plans.
• Drive organic growth through client referrals.

Skills

Client relationship management

Financial planning

Investment management

Exceptional communication

Education

Bachelor’s degree

Advanced degree or CFP®, CFA®, or CPA designation

Job description

MAI Capital Management is seeking a Wealth Advisor to serve as the primary advisor and relationship manager for clients. Responsibilities include financial planning, investment management, and enhancing client relationships. Candidates should possess a bachelor's degree and preferably advanced certifications like CFP or CFA, along with at least 3 years of experience in wealth management. This position emphasizes a team-oriented culture and exceptional client service in Independence, Ohio.