JOB TITLE: Director; Wealth Manager
DEPARTMENT: Wealth Management
SUPERVISOR: xxxxxxxxxxxxx, Managing Director
MAI is a privately held, independent investment advisor registered with the Securities and Exchange Commission and manages more than $4.9 billion in client assets. Our independence makes us unique, as it allows us to truly remain objective throughout the decision making process.
We are a fee only firm so our financial advice is always framed around a client’s needs and goals. We have the resources of a larger firm with the customized service of a small boutique. Our depth of over 104 employees, gives us the ability to service our clients with our client-focused approach that is consistent throughout our wealth management advisory services including, investments, income taxes, assisting in insurance needs, coordinating an estate plan, and providing overall independent financial planning advice.
GENERAL JOB DESCRIPTION
The Wealth Manager will be responsible for managing and supporting client relationships consistent with MAI’s full-service wealth management approach. Providing personalized advice and consulting across the realm of financial planning topics will be instrumental in MAI’s ability to retain, acquire and develop client relationships.
DUTIES AND RESPONSIBILITIES
QUALIFICATIONS FOR THE JOB