Wealth Advisor: Holistic Planning & Client
Job in
Ashburn, Loudoun County, Virginia, 22011, USA
Listed on 2026-04-25
Listing for:
MAI Capital Management
Full Time
position Listed on 2026-04-25
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
MAI Capital Management is seeking a Wealth Advisor to serve as the primary advisor and relationship manager for clients. This role involves delivering personalized financial planning and investment management services while embodying MAI’s unified culture. Candidates should possess a Bachelor’s degree, preferably with advanced credentials such as CFP or CFA, and have a minimum of 3 years of client-facing experience in wealth management.
The position offers a competitive salary range depending on experience, from $90,000 to $150,000.
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