Senior Wealth Planner
MAI Capital Management, LLC
MAI Capital Management is seeking a Wealth Advisor to work directly with clients, delivering strategic advice across cash management, insurance, retirement, estate planning, and investments. You will build and manage client relationships and prepare tailored financial plans. The role emphasizes collaboration with the investment team and ongoing business development to grow the client base. A background in wealth management and a degree in accounting or finance is preferred. #J-18808-Ljbffr
Vacancy posted 5 days ago
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