The Senior 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 Senior Wealth Advisor embodies MAI's unified culturecollaborating across regions, specialties, and functions to ensure each client receives comprehensive advice and exceptional service.
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.
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.
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.
Senior Wealth Advisor • Deerfield, IL, United States
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