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GENERAL JOB DESCRIPTION
The Wealth Advisor – Advisor Referral Program will be responsible for supporting and implementing MAI’s full-service approach to working with clients in our Advisor Referral Program (ARP). This individual will manage, or assist in managing client relationships from investment management, financial planning, and client communications perspectives. In addition, they will develop referrals through our partner firms and drive additional business for MAI.
MAJOR DUTIES AND RESPONSIBILITIES
EXPERIENCE/CREDENTIALS
COMPETENCIES
FEATURED BENEFITS:
Full Time
$61k-91k (estimate)
03/15/2024
05/13/2024