Wealth Advisor

Wealth Advisor

MAI WEALTH MANAGEMENT, INC.

Independence, OH Job Details Full-time $90,000 - $120,000 a year 19 hours ago Benefits Paid parental leave Health savings account Health insurance Dental insurance 401(k) Tuition reimbursement Parental leave Vision insurance Qualifications Finance advising Customer relationship building CFP CPA Mid-level Investment strategy development Bachelor's degree Managing clients in a finance role Continuous improvement Relationship management Financial services Cross-functional collaboration Chartered Financial Analyst Leadership Communication skills Full Job Description

GENERAL JOB DESCRIPTION

The Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients. This role is responsible for delivering a world-class client experience through personalized financial planning, investment management, and proactive relationship engagement. The Wealth Advisor embodies MAI's unified culture—collaborating across regions, specialties, and functions to ensure each client receives comprehensive advice and exceptional service.

MAJOR DUTIES AND RESPONSIBILITIES

Client Relationship Management Serve as the trusted advisor and main point of contact for a defined set of clients and families. Develop a deep understanding of clients' goals, values, and financial priorities. Lead regular client review meetings, proactively identifying opportunities for additional value and consolidation. Collaborate with internal specialists (planning, investments, insurance, tax, estate, philanthropy) to ensure holistic wealth strategies. Financial Planning and Investment Management Create, monitor, and update comprehensive financial plans using firm-approved tools and methodologies. Develop customized investment strategies aligned with client objectives and MAI's investment philosophy. Oversee portfolio construction, rebalancing, and risk management in coordination with the Investment Team. Deliver ongoing education to clients on market dynamics and financial strategies. Growth and Retention Drive organic growth through client referrals, relationship deepening, and consolidation of external assets. Partner with Business Development and Marketing teams to deliver presentations, client events, and educational content. Actively participate in cross-regional collaboration to enhance client outcomes and referral flow.

EXPERIENCE/CREDENTIALS

Bachelor's degree required; advanced degree or CFP®, CFA®, or CPA designation strongly preferred. Minimum 3 years of client-facing wealth management or financial advisory experience. Strong financial planning acumen and investment literacy. Exceptional communication, presentation, and relationship management skills. Proven track record of delivering superior client service and measurable growth. Team-oriented mindset with commitment to MAI's "One Firm" culture and continuous improvement.

COMPETENCIES

Working knowledge of planning strategies and solutions. Ability to work in a team environment, but also comfortable leading the effort when called upon. Knowledge of investments and macro-economics as they relate to clients' investment goals and objectives. Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients. High attention to detail. Strong written and oral communication.

FEATURED BENEFITS

Dental Insurance Medical Insurance Vision Insurance Annual Bonus 401(k) Health Savings Account Paid Maternity Leave Paid Parental Leave Tuition Reimbursement