Wealth Advisor

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