Wealth Advisor - Holistic Financial Planning
Job in
Independence, Cuyahoga County, Ohio, 44131, USA
Listed on 2026-05-07
Listing for:
MAI Wealth Management, Inc.
Full Time
position Listed on 2026-05-07
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
MAI Wealth Management, Inc. is seeking a Wealth Advisor in Independence, OH. The wealth advisor will manage client relationships and deliver personalized financial planning and investment management. Responsibilities include creating financial plans, developing investment strategies, and driving client growth. The ideal candidate has a Bachelor's degree, experience in wealth management, and strong communication skills. The position offers a salary range of $90,000 to $120,000 annually, with opportunities to collaborate across various teams.
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