Head of Wealth Management

Job SummaryWe are seeking a highly skilled Senior Wealth Advisor to join our team at MAI Wealth Management, Inc. This is a client relationship position that requires a deep understanding of financial planning concepts and the ability to work well with clients' professional advisors.Key ResponsibilitiesDevelop personalized financial solutions for...

Job SummaryWe are seeking a highly skilled Wealth Advisor to join our team at MAI Wealth Management, Inc. The ideal candidate will have a strong background in providing sound financial advice to individuals and businesses.Main Responsibilities:Develop personalized financial solutions for clients to achieve their goals and objectives.Provide expert guidance...

GENERAL JOB DESCRIPTION Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery...

Job SummaryWe are seeking a highly skilled Senior Wealth Advisor to join our team at MAI Wealth Management, Inc. As a key member of our wealth management team, you will be responsible for providing expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning,...

Job Title: Associate Wealth ManagerLocation: Remote/HybridSalary: $65K-$85K + BenefitsSkills: Wealth Planning, Client ServicesAbout Company / Opportunity:Our client is a multi-family office providing integrated wealth management and investment advisory services, managing $2.4 billion in assets for high-net-worth individuals and families in twenty-eight...

Job OverviewTalently Recruiting is seeking a highly skilled Wealth Management Associate to join our team. As a key member of our wealth management team, you will be responsible for supporting our Wealth Managers in delivering comprehensive wealth management services to our clients.Key ResponsibilitiesDevelop and analyze long-range financial projections,...

Senior Financial ConsultantAt MAI Wealth Management, Inc., we are seeking a highly skilled Senior Financial Consultant to join our team. As a key member of our wealth management team, you will be responsible for providing expert guidance and innovative solutions for the planning needs of high-net-worth individuals and businesses.Key Responsibilities:Deliver...

Job SummaryWe are seeking a highly skilled Technology Integration Project Manager to join our team at MAI Wealth Management, Inc. This role will be responsible for leading the integration of technology systems across our diverse platforms, ensuring a seamless transition to our ecosystem.The ideal candidate will have a strong background in infrastructure...

Job SummaryWe are seeking a highly skilled Senior Investment Client Service Specialist to join our team at MAI Wealth Management, Inc. This role will be responsible for providing exceptional client service, training, and mentoring new team members.Key Responsibilities:Train and coach new Client Service SpecialistsMentor less experienced team membersOffer...

Job SummaryWe are seeking a highly skilled Client Service Associate to join our team at MAI Wealth Management, Inc. This role will be responsible for providing exceptional client service, assisting with account-related matters, and supporting the management team in delivering top-notch service to our clients.Key ResponsibilitiesProvide timely and accurate...

A well-established consulting firm backed by private equity is looking to build an RIA around a successful advisor/team.The firm has a successful track record of building out RIAs. This is an exclusive opportunity to elevate your client experience and transition to true independence.Requirements:8+ years tenure as a lead advisorMinimum revenue of...

Job Title: Data Analyst PositionJob Summary:MAI Wealth Management, Inc. is seeking a talented Data Analyst to join our team. As a Data Analyst, you will be working on a team providing the design and implementation of a new cloud-based data platform to support firmwide digital transformation. The ideal candidate will love working cross-functionally in a...

Job Title: Data AnalystAt MAI Wealth Management, Inc., we are seeking a highly skilled Data Analyst to join our team. As a Data Analyst, you will play a critical role in empowering our firm to make data-driven decisions and provide critical business insights that help us deliver a world-class client experience.Key Responsibilities:Develop and implement data...

Job OverviewAt MAI Wealth Management, Inc., we are seeking a highly skilled Senior Client Accountant Specialist to join our Client Accounting team. This role is responsible for providing exceptional service to our clients by maintaining accurate, complete, and up-to-date general ledgers for a number of clients.Key Responsibilities:Update and maintain ledger...

Job SummaryThe Technology Integration Project Manager will oversee the integration of technology systems across MAI's diverse platforms. This role requires advanced technical and project management skills to deliver prompt and effective technical integrations services.Key Responsibilities Identify and catalog all software and data elements in use at the...

h3JobDescription/h3pAtMAIWealthManagement,Inc.,weareseekingahighlyskilledPortfolioManagementAnalysttojoinourteam.Asakeymemberofourinvestmentteam,youwillberesponsibleforsupportingday-to-dayassetmanagementresponsibilities,includingcollecting,managing,andanalyzingdatatofacilitateportfoliomanagementfunctionssuchasrebalancing,managingliquidity,andreportingonperfo...

Branch Customer Service Operations Head (BCH) Home » Branch Customer Service Operations Head (BCH) Minimum Qualifications: Candidate must possess at least a Bachelor’s/College Degree, Professional License (Passed Board/Bar/Professional License Exam), any field. Male or Female, 26-40 years old. Graduate of any 4-year Business-related or Accounting-related...

Job Title: Head of Production Sales, North AmericaAbout Us:Indicia Worldwide is a leading communications agency with a strong presence in global production expertise. Our mission is to drive marketing performance and reduce costs in marketing execution.Our Philosophy:We believe in creating new value at every step of the journey that a brand takes to market....

Job Description What’s Under the Hood DriveTime Family of Brands is the largest privately owned used car sales finance & servicing company in the nation. Headquartered in Tempe, Arizona and Dallas, Texas, we create opportunities and improve the lives of our customers and our employees by placing a focus on putting the right customer, in the right...

Department Supervisor Job DescriptionAs a Department Supervisor at Home Depot, you will be responsible for training, coaching, and developing associates in each department to ensure customers receive excellent service. You will also provide valuable input into merchandising decisions to the Store Management Team and Operations Team. Additionally, you will...