Wealth Planner & Investment Strategist

MAI Capital Management; Charleston (WV); On-site; USD 80,000 - 110,000; Full time

Job summary

MAI Capital Management in Charleston, WV seeks a Wealth Advisor to work directly with clients, providing sound financial guidance across cash management, retirement, estate planning, tax & estate planning, and investment advisory services.

The ideal candidate has 5+ years of wealth management experience, a bachelor's degree in accounting or finance, and strong client relationships within a professional team focused on strategic planning.

Qualifications

• Bachelor’s degree in Accounting or Finance preferred.
• 5+ years of relevant 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, business planning, education funding and investments.

Skills

Wealth management

Client relationship management

Financial planning

Investment analysis

Team collaboration

Business development

Education

Bachelor’s degree in Accounting or Finance

Tools

eMoney

Proprietary planning tools

Job description

MAI Capital Management in Charleston, WV seeks a Wealth Advisor to work directly with clients, providing sound financial guidance across cash management, retirement, estate planning, tax & estate planning, and investment advisory services.

The ideal candidate has 5+ years of wealth management experience, a bachelor's degree in accounting or finance, and strong client relationships within a professional team focused on strategic planning.