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Job description
MAI Capital Management is seeking a Senior Wealth Advisor to provide financial planning and investment advice to high-net-worth clients. You will serve as the primary client contact, lead meetings, and collaborate with professionals to deliver integrated wealth solutions.
Responsibilities include understanding client goals, developing personalized strategies, and guiding teams to deliver exceptional client experiences. A strong background in planning and advisory services is essential.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.