Managing Advisor, Wealth Advisors

3 weeks ago

New York, United States Forvis Mazars Full time

Description & Requirements Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and institutions. Taking a holistic approach, we align near-term needs with long-term goals to create clarity and confidence. Our integrated professionals simplify financial complexities, crafting tailored plans and adaptive investment strategies rooted in each client's values and vision for the future. What You Will Do: Serve on a team of Wealth Management professionals serving high-net-worth clients Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies including: Financial Planning Retirement Planning Investment Management Education Planning Estate & Legacy Planning Trust Administration Survivor Assistance Develop/maintain in-depth expertise and global knowledge of wealth management services Manage and prioritize multiple, concurrent client projects, ensuring timely delivery and budget adherence while maintaining clear, strategic communication across all levels. Engage in business development by cultivating professional relationships and identifying opportunities to acquire new clients. Minimum Qualifications: Bachelor's Degree 5+ years of relevant experience in financial planning Current and active Certified Financial Planner (CFP), Certified Trust & Fiduciary Advisor (CTFA) or Certified Public Accountant (CPA) designation Preferred Qualifications: Financial Planning Degree #LI-NYC #LI-AF1 New York City Pay Transparency Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs. New York Salary Range: NY Minimum Salary (USD) $ 118,700 NY Maximum Salary (USD) $ 197,800

  • Senior Wealth Advisor

    2 weeks ago

    New York, United States Savvy Wealth, Inc. Full time

    About Savvy Wealth:Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending...

  • Associate, Business Development

    4 weeks ago

    New York, United States Lido Advisors, LLC Full time

    Lido Advisors, LLC, an established and rapidly growing wealth management firm, is seeking an Associate to join our Business Development team as a Wealth Advisor to make an immediate impact expanding our reach. The Wealth Advisor plays a crucial role in supporting sales-focused Senior Wealth Advisors teams by facilitating efficient communication, meticulous...

  • Wealth Advisor I

    2 weeks ago

    New York, United States Mercer Advisors Full time

    Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked...

  • Wealth Advisor I

    2 days ago

    New York, NY, United States Mercer Advisors Full time

    Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked...

  • Financial Advisors and Wealth Advisors

    7 days ago

    New York, United States Provision People Full time

    Summary: We are seeking Financial Advisors and Wealth Advisors with experience with Life Insurance, Annuities, and Investments, that are looking for strong transition packages and the ability to service their clients (and prospective clients) better. Responsibilities:Offer Life Insurance, Annuities, and Investments Prospect new client relationships Maintain...

  • Associate, Business Development

    2 weeks ago

    New York, NY, United States Lido Advisors, LLC Full time

    Lido Advisors, LLC, an established and rapidly growing wealth management firm, is seeking an Associate to join our Business Development team as a Wealth Advisor to make an immediate impact expanding our reach. The Wealth Advisor plays a crucial role in supporting sales-focused Senior Wealth Advisors teams by facilitating efficient communication, meticulous...

  • Wealth Management Advisor

    1 day ago

    New York City Metropolitan Area, United States UpTick Financial- Advisor Recruiters and Consultants Full time

    Are you looking for an opportunity to join a fast-growing, independent-minded, client-first, Award-winning $100 billion dollar Broker-Dealer?Our client, a top Broker-Dealer with over $100 billion in AUM and over 90 offices in the US, has built its culture around passion, integrity, respect, teamwork, and the desire that other firms may struggle to provide....

  • Financial Advisors and Wealth Advisors

    1 day ago

    New York, NY, United States Provision People Full time

    Summary: We are seeking Financial Advisors and Wealth Advisors with experience with Life Insurance, Annuities, and Investments, that are looking for strong transition packages and the ability to service their clients (and prospective clients) better. Responsibilities:Offer Life Insurance, Annuities, and Investments Prospect new client relationships Maintain...

  • Global Wealth Advisor

    4 weeks ago

    New York, United States Staffing Full time

    Global Wealth Advisor OpportunityOur client is a Wealth Management firm seeking a Global Wealth Advisor within the cross-border and international communities, where they work and reside. The ideal candidate will serve as Wealth Advisors serve as financial confidantes, and experience advising global clients. A relevant existing network that...

  • Financial & Wealth Advisors

    2 weeks ago

    New York, United States Graydon Employment Solutions Full time

    Graydon Employment Solutions has a client looking a Financial & Wealth Advisors in all US major citys.send resume along with your name and phone number to Bill Kirkpatrick bill at graydonjobs.comFinancial & Wealth Advisors: Provide financial planning and investment management services to their clients. Clients include people seeking professional management...