About this role
Wealth Advisor at MAI. Location: Independence, Ohio, United States. Role: managing clients, planning finances, growing assets Requirements: Bachelor's degree required; 3+ years client-facing wealth management or financial advisory experience; CFP/CFA/CPA strongly preferred; strong communication and client service skills. Category: Finance and Accounting Seniority: Mid Level Certifications: cfp, cfa, cpa Commitment: Full Time Workplace: Onsite Languages: English