Wealth Planner & Investment Strategist
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
MAI Capital Management in Charleston, WV seeks a Wealth Advisor to work directly with clients, providing sound financial guidance across cash management, retirement, estate planning, tax & estate planning, and investment advisory services.
The ideal candidate has 5+ years of wealth management experience, a bachelor's degree in accounting or finance, and strong client relationships within a professional team focused on strategic planning.
As a Wealth Planner & Investment Strategist, you will play an important part at MAI Capital Management in Charleston, WV, United States.
We invite applications for the Wealth Planner & Investment Strategist position located in Charleston, WV, United States.
The following opening is for a Wealth Planner & Investment Strategist with MAI Capital Management.
Our group is growing, and we are hiring a Wealth Planner & Investment Strategist in Charleston, WV, United States.
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