Wealth Advisor

Major Duties and Responsibilities

• Serve as the trusted advisor and main point of contact for a defined set of clients and families.
• Develop a deep understanding of clients’ goals, values, and financial priorities.
• Lead regular client review meetings, proactively identifying opportunities for additional value and consolidation.
• Collaborate with internal specialists (planning, investments, insurance, tax, estate, philanthropy) to ensure holistic wealth strategies.
• Create, monitor, and update comprehensive financial plans using firm-approved tools and methodologies.
• Develop customized investment strategies aligned with client objectives and MAI’s investment philosophy.
• Oversee portfolio construction, rebalancing, and risk management in coordination with the Investment Team.
• Deliver ongoing education to clients on market dynamics and financial strategies.
• Drive organic growth through client referrals, relationship deepening, and consolidation of external assets.
• Partner with Business Development and Marketing teams to deliver presentations, client events, and educational content.
• Actively participate in cross-regional collaboration to enhance client outcomes and referral flow.

Experience/Credentials

• Bachelor’s degree required; advanced degree or CFP®, CFA®, or CPA designation strongly preferred.
• Minimum 3 years of client-facing wealth management or financial advisory experience.
• Strong financial planning acumen and investment literacy.
• Exceptional communication, presentation, and relationship management skills.
• Proven track record of delivering superior client service and measurable growth.
• Team-oriented mindset with commitment to MAI’s “One Firm” culture and continuous improvement.

Competencies

• Working knowledge of planning strategies and solutions.
• Ability to work in a team environment, but also comfortable leading the effort when called upon.
• Knowledge of investments and macro-economics as they relate to clients’ investment goals and objectives.
• Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.
• High attention to detail.
• Strong written and oral communication.

Benefits

• Dental Insurance
• Medical Insurance
• Vision Insurance
• Annual Bonus
• 401(k)
• Health Savings Account
• Paid Maternity Leave
• Paid Parental Leave
• Tuition Reimbursement