This job is closed
Applications are no longer available for this announcement. Explore current related opportunities below.
Job description
MAI Capital Management in Ohio seeks a Senior Wealth Advisor who will deliver comprehensive financial planning and investment advice to high-net-worth clients. You will be the primary client contact, coordinating with clients' professionals to implement customized wealth solutions.
Responsibilities include client acquisition, ongoing communication, portfolio reviews, and collaboration with a wealth advisor team to tailor plans, tax concepts, and estate planning.
#J-18808-Ljbffr
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.