Senior Investment Counselor
6 days ago
We are seeking an experienced Senior Wealth Advisor to join our team at MAI Wealth Management, Inc. As a key member of our wealth management group, you will be responsible for providing comprehensive wealth management advice to high-net-worth individuals, including developing personalized financial solutions, providing expert guidance on various planning topics, and fostering strong relationships with clients.
Responsibilities- Wealth Planning: Provide expert guidance on insurance, retirement planning, estate planning, business planning, education funding, and investment advisory services.
- Client Relationship Cultivation: Foster strong relationships with clients, inspiring confidence through demonstrated expertise and meeting ongoing needs.
- Leadership: Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients.
- Experience: 10+ years of experience in financial planning, accounting, legal, or other relevant organizations.
- Certifications: Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) required.
- Skill Set: Strong organizational, written, and oral communication skills, as well as working knowledge of planning strategies and solutions.
- Estimated Salary: $160,000 - $220,000 per year.
- Benefits: Discretionary bonus, medical insurance, dental insurance, vision insurance, 401(k), health savings account, paid maternity leave, paid parental leave, tuition reimbursement.
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Equity Research Analyst
1 week ago
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Senior Proposal Specialist
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Senior Relationship Manager
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Senior Equity Research Professional
5 days ago
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Senior Water Infrastructure Engineer
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Institutional Business Development Lead
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Financial Research Specialist
1 week ago
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Senior Counselor
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Engineering Project Manager
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Senior Procurement Coordinator
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Cincinnati, Ohio, United States Western & Southern Life Full timeJob TitleExecutive Director, Institutional Relationship ManagementAbout the RoleWe are seeking a seasoned Executive Director to lead our Institutional Relationship Management team. As a key member of our senior leadership team, you will be responsible for developing and executing strategic plans to build and maintain strong relationships with institutional...
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Cincinnati, Ohio, United States Western & Southern Life Full timeJob TitleDirector, Business Development and Strategic PartnershipsAbout the RoleWe are seeking a highly skilled Director to lead our Business Development and Strategic Partnerships team. As a key member of our senior leadership team, you will be responsible for developing and executing strategic plans to drive business growth and build strong relationships...
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Wealth Management Expert
6 days ago
Cincinnati, Ohio, United States MAI Wealth Management, Inc. Full timeJob OverviewThe Senior Wealth Advisor role at MAI Wealth Management, Inc. is a client-centric position that requires exceptional financial planning and investment advisory skills. With 10+ years of experience in the industry, you will be responsible for providing comprehensive wealth management advice to high-net-worth individuals.ResponsibilitiesClients'...
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