MAI Capital Management is seeking a Senior Wealth Advisor to provide financial planning and investment advice to high-net-worth clients. You will serve as the primary client contact, lead meetings, and collaborate with professionals to deliver integrated wealth solutions.
Responsibilities include understanding client goals, developing personalized strategies, and guiding teams to deliver exceptional client experiences. A strong background in planning and advisory services is essential.
#J-18808-LjbffrElite Wealth Advisor for High-Net-Worth Clients in hurricane at Unknown Company
This position is listed as full time and onsite.