Want to know if you’re a fit?
Upload your resume and let our AI show you.
Upload your resume and let our AI show you.
Skills
- Communication Skillsunmatched
- Customer Experienceunmatched
- Customer Support/Serviceunmatched
- High Net Worthunmatched
- Organizational Skillsunmatched
- Wealth Managementunmatched
Description
MAI Wealth Management, Inc. is seeking a Senior Advisory Associate in Los Angeles to act as the primary relationship lead for Ultra-High Net Worth clients. This position demands significant wealth management experience and the ability to manage complex workflows.The ideal candidate will have over 5 years in a client service role and possess exceptional organizational and communication skills. The role involves coordinating closely with clients and internal teams to deliver an exceptional client experience.#J-18808-Ljbffr
Numbers & Facts
| Location | Los Angeles, CA |
| Industry | Financial Services |
| Company Size | 1 to 9 employees |
| Year Founded | 2009 |
| Website | http://www.ajhwealth.com |
About Company
At AJH Wealth Management, we formed our firm with the desire to help individuals and families develop personalized financial strategies that can grow with them throughout life. Over the course of our many years in the financial services industry, this passion has never wavered. We are, above all, dedicated to serving our clients first, last, and always.
Over the years, we’ve witnessed a shift in the industry. Rather than focusing on a client’s personal needs, it seems that many advisors are concerned with making sales or fitting clients into a cookie-cutter strategy. However, no two people are the same, and we believe their financial and investment strategies should reflect their unique situations and individual goals.
As an independent firm, we don’t have quotas to meet or specific products to sell. Instead, we offer personalized service and develop strategies based on a client’s individual needs and goals. With the support of Kovack Securities, Inc., we have access to a wide range of investment strategies and products, as well as up-to-date research, resources, and tools.
We strive to address clients’ needs in a transparent and practical manner. We take the time to get to know each client on a personal level with the goal of building long-lasting relationships. We invite you to reach out to us and learn more about how we can work with you for the many years to come.