Senior Wealth Advisor: Strategic Planning HNW Clients
Job in
Hurricane, Putnam County, West Virginia, 25526, USA
Listed on 2026-07-20
Listing for:
MAI Wealth Management, Inc.
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
MAI Wealth Management, Inc. is seeking a Senior Wealth Advisor in Hurricane, WV to acquire and manage high-net-worth clients, delivering comprehensive financial planning and investment advice.
You will be the primary client contact, building relationships, understanding goals, and coordinating with professional advisors to implement tailored solutions. You will lead client meetings, collaborate with a wealth advisor team, and mentor associates on complex planning topics, tax strategies, and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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