Wealth Advisor
Employment type
Full-time
Work setting
On-site
Location
Huntington, WV
Schedule
Day shift
Posted
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Job overview
The Wealth Advisor is an onsite, full-time role based in Huntington, WV, at MAI Wealth Management, Inc. Compensation is not specified. This role exists to provide comprehensive financial advice and investment management to a diverse client base. The advisor works to understand client goals and develop personalized solutions for retirement, tax, and estate planning.
What you'll do
- Develop financial solutions
- provide expert guidance on insurance and retirement
- manage client relationships
- prepare for meetings
- collaborate with the investment team.
What we're looking for
- Skills & competencies
- full-timeday shifthuntington wvwealth advisorfinanceinvestment managementfinancial planningcfponsiteclient relations
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical/dental/vision insurance, 401(k), HSA, paid parental leave, tuition reimbursement.
Why this role
Professional team environment, focus on strategic advice, and continuous learning opportunities.
About the employer
MAI WEALTH MANAGEMENT, INC. is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 2b9388ba-0dfd-4813-8525-58fcf569522c