Holistic Wealth Advisor & Client Strategy Lead
Job in
University Center, Loudoun County, Virginia, USA
Listed on 2026-07-15
Listing for:
MAI Wealth Management, Inc.
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
MAI Wealth Management, Inc. is seeking a Wealth Advisor in Ashburn, VA, to serve as the primary advisor and relationship manager for clients. This position requires delivering a world-class client experience through personalized financial planning and investment management.
The ideal candidate will possess a Bachelor's degree and a minimum of 3 years in wealth management. Candidates with CFP®, CFA®, or CPA designations will have an advantage. The role offers a salary range of $90,000 to $150,000 annually.
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