Senior Wealth Advisor

Job overview

The Senior Wealth Advisor role is onsite in Huntington, WV. Compensation is not specified. The position serves high-net-worth clients through MAI Wealth Management’s financial planning and investment advisory services. The advisor acquires and manages client relationships, develops personalized financial solutions, and coordinates with clients’ attorneys, accountants, and other professional advisors. The role also supports portfolio decisions, communicates complex plans clearly, and mentors associates to help deliver comprehensive wealth management.

What you'll do

• Acquire and cultivate client relationships
• understand client goals and develop comprehensive financial solutions
• advise on insurance, retirement, estate, business, education funding, and investments
• lead client meetings
• coordinate estate, gift, trust, and tax planning with professional advisors
• collaborate on customized portfolios
• discuss portfolio management, trading, and rebalancing
• monitor markets and the economy
• communicate technical concepts clearly
• mentor associates
• contribute technical articles and white papers.

What we're looking for

Skills & competencies

senior wealth advisor

wealth management

financial planning

investment advice

high-net-worth clients

client relationships

portfolio management

cfp

huntington wv

mai wealth management

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision insurance
• 401(k)
• health savings account
• paid maternity and parental leave
• tuition reimbursement.

Why this role

Client-facing wealth planning for high-net-worth individuals; CFP credential listed; 10+ years of relevant experience sought.

About the employer

MAI WEALTH MANAGEMENT, INC. is hiring for this role. Industry: Administrative Management and General Management Consulting Services. Sector: 54.