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GENERAL JOB DESCRIPTION
The Sr. Wealth Advisor will be responsible for supporting and implementing MAI’s full service approach towards comprehensive wealth management. This person will manage high net worth client relationships by providing financial guidance and developing individualized plans tailored to client needs.
MAJOR DUTIES AND RESPONSIBILITIES
EXPERIENCE/CREDENTIALS
COMPETENCIES
FEATURED BENEFITS:
Full Time
$102k-135k (estimate)
05/01/2023
09/20/2023