Senior Wealth Advisor

4 weeks ago

Leesburg, Virginia, United States MAI Wealth Management, Inc. Full time
Job Title: Senior Wealth Advisor

At MAI Wealth Management, Inc., we are seeking a highly skilled and experienced Senior Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing expert guidance and innovative solutions to high-net-worth clients in the areas of insurance, retirement planning, estate planning, business planning, education funding, and investment advisory.

Key Responsibilities:

  • Develop and implement comprehensive financial plans tailored to individual client needs and goals.
  • Provide expert advice on investment opportunities and client needs, utilizing planning skills and strategies to meet client objectives.
  • Cultivate and retain client relationships, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
  • Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients.
  • Participate in building new client relationships in collaboration with strategic partners.

Requirements:

  • 7-10 years' experience working in a financial planning, accounting, legal, or other organization that provides relevant experience.
  • Bachelor's degree in Accounting or Finance preferred.
  • Certified Financial Planner (CFP) certification.
  • Investment management, third-party certification, or licensing by a relevant agency or association is an added plus.

Competencies:

  • Working knowledge of planning strategies and solutions.
  • Ability to work in a team environment and lead the effort when called upon.
  • Knowledge of investments and macro-economic factors as they relate to clients' investment goals and objectives.
  • High attention to detail and strong organizational, written, and oral communication skills.

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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