Senior Wealth Advisor: High-Net-Worth Financial Planning
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
MAI Capital Management in Charleston, WV seeks a Senior Wealth Advisor to provide comprehensive wealth management advice and solutions to high-net-worth clients. The role focuses on client acquisition, communication, and ongoing relationship management as the primary point of contact.
You will leverage financial planning concepts, coordinate with professional advisors, and lead client meetings through the wealth planning cycle to deliver personalized portfolios.
We would love to welcome a new Senior Wealth Advisor:
High-Net-Worth Financial Planning to our organisation in Charleston, WV, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 90..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Wealth Advisor:
High-Net-Worth Financial Planning role in the description above.
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