What are the responsibilities and job description for the Wealth Advisor position at MAI WEALTH MANAGEMENT, INC.?
GENERAL JOB DESCRIPTION
The Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients. This role is responsible for delivering a world-class client experience through personalized financial planning, investment management, and proactive relationship engagement. The Wealth Advisor embodies MAI’s unified culture—collaborating across regions, specialties, and functions to ensure each client receives comprehensive advice and exceptional service.
MAJOR DUTIES AND RESPONSIBILITIES
Client Relationship Management
- 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.
Financial Planning and Investment Management
- 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.
Growth and Retention
- 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.
FEATURED BENEFITS:
- Dental Insurance
- Medical Insurance
- Vision Insurance
- Annual Bonus
- 401(k)
- Health Savings Account
- Paid Maternity Leave
- Paid Parental Leave
- Tuition Reimbursement