Advisory Associate

MAI WEALTH MANAGEMENT, INC.•Los Angeles, CA

About The Position

We are seeking an Advisory Associate to join our team of Forbes- and Barron’s-recognized Advisors. Advisory Associates are integral members of the client advisory team, delivering exceptional service and operational excellence to clients. You will work closely with Advisors to manage client accounts, facilitate investment transactions, and support strategic initiatives. This role offers exposure to a wide range of asset classes and the opportunity to contribute to a dynamic, growth-oriented firm.

Requirements

Bachelor’s degree and/or equivalent experience
2 -4 years of Client service experience in financial industry, such as brokerage and/or banking
Solid working proficiency with Microsoft Office suite, including Excel, Outlook, Word (Mail Merge), Adobe, PowerPoint
Financial analytical skills and knowledge of account structures and investments a plus
CRM experience a plus
Strong written and verbal communication
Time management and prioritization skills
Focused work ethic and attention to detail
Ability to learn quickly and think on your feet

Nice To Haves

Financial analytical skills and knowledge of account structures and investments a plus
CRM experience a plus

Responsibilities

Owns the onboarding and maintenance of client accounts, including documentation, money movements, wire transfers, and private investment subscriptions
Provides information about the different types of taxable and tax-exempt accounts available to investors along with the basics of estate planning vehicles
Prepares client meeting materials and follow-up documentation; tracks and executes operational deliverables
Collaborates with internal teams, custodians, and client intermediaries (accountants, business managers, attorneys, etc.) to ensure a high level of service
Works independently and in groups to deliver firm-wide initiatives and process improvements
Participates in client meetings and private webinars with leading fund managers and investors who specialize in a vast array of asset classes (opportunistic real estate, private equity, distressed credit, etc.)