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Job description
MAI Capital Management in Charleston, WV seeks a Senior Wealth Advisor to provide comprehensive wealth management advice and solutions to high-net-worth clients. The role focuses on client acquisition, communication, and ongoing relationship management as the primary point of contact.
You will leverage financial planning concepts, coordinate with professional advisors, and lead client meetings through the wealth planning cycle to deliver personalized portfolios.
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Worksite address
charleston, WV, 25329, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.