Wealth Management Associate

Company Overview:Fairway Wealth Management LLC operates as a multi-family office, specializing in comprehensive wealth management and investment advisory solutions. Established in 2002, the firm oversees approximately $2.4 billion in assets for affluent individuals and families across twenty-eight states.Position Summary:We are in search of a Wealth...

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...

Job Title: Associate Wealth ManagerLocation: Independence, OH (Hybrid)Salary: $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...

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 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...

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...

MAI Wealth Management, Inc. is seeking a highly skilled Technology Integration Project Manager to lead the integration of technology systems across our diverse platforms. As a key member of our team, you will leverage advanced technical and project management skills to deliver prompt and effective technical integrations services. Your responsibilities will...

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 Title: Data AnalystWe are seeking a talented Data Analyst to join our team at MAI Wealth Management, Inc. in Independence, OH.Job SummaryThe Data Analyst will be responsible for designing and implementing a new cloud-based data platform to support firmwide digital transformation. This role will empower the firm to make data-driven decisions and provide...

Job Title: Senior Client Accountant SpecialistAt MAI Wealth Management, Inc., we are seeking a highly skilled Senior Client Accountant Specialist to join our Client Accounting team. As a key member of our team, you will be responsible for providing exceptional service to our clients by maintaining accurate, complete, and up-to-date general ledgers for a...

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...

Job SummaryCargo Largo is seeking a highly motivated and detail-oriented Retail Sales Associate to join our team. As a Retail Sales Associate, you will be responsible for creating visually appealing displays and signage, stocking merchandise, and partnering with teams to ensure a positive customer experience.Key Responsibilities:Create and maintain visually...

Job Title: Sales Associate/Account ManagerWe are a family-owned wholesale wheel & tire business seeking a Sales Associate to join our small, laid-back team. As a Sales Associate, you will perform sales functions such as calling prospective wholesale clients, managing accounts of acquired clients, and performing clerical/admin duties.Key Responsibilities:Call...

We are a family-owned wholesale wheel & tire business seeking a Sales Associate to join our team. As a Sales Associate, you will perform sales functions such as calling prospective wholesale clients, managing accounts of acquired clients, and performing clerical/admin duties. This position will be part-time to start, but full-time hours are also available....

Job Summary:The Associate Restaurant Technology Manager is responsible for the successful management of information technology projects, including enhancements to existing systems and applications, as well as the design and development of new systems.This role requires the ability to actively engage, coordinate, and manage vendors and IT resources to...