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Wealth Advisor: Holistic Planning & Client
Job in
Independence, Cuyahoga County, Ohio, 44131, USA
Listed on 2026-05-06
Listing for:
MAI Capital Management
Full Time
position Listed on 2026-05-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
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. Responsibilities include financial planning, investment management, and enhancing client relationships. Candidates should possess a bachelor's degree and preferably advanced certifications like CFP or CFA, along with at least 3 years of experience in wealth management. This position emphasizes a team-oriented culture and exceptional client service in Independence, Ohio.
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