Senior Investment Counselor

6 days ago


Cincinnati, Ohio, United States MAI Wealth Management, Inc. Full time
About the Role

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.
Requirements
  • 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.
Compensation and Benefits
  • 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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