About this role
Wealth Advisor at MAI. Location: Ashburn, Virginia, United States. Role: Relationship management, Client reviews, Portfolio construction Requirements: Bachelor's degree required; 3+ years client-facing wealth management; CFP/CFA/CPA strongly preferred; strong communication and relationship management. Category: Finance and Accounting Seniority: Mid Level Tools: financial planning software, investment analysis tools Certifications: cfp, cfa, cpa Commitment: Full Time Workplace: Onsite Languages: English