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Managing Advisor | Wealth Management

2 months ago

Edmond, United States FORVIS Full time
Description & Requirements

Forvis Mazars Wealth Advisors, LLC, a registered investment advisory firm and a wholly owned subsidiary of Forvis Mazars, is seeking to add an experienced wealth management professional to its Forvis Mazars Private Client team in our Oklahoma City / Tulsa, OK, practice. We focus on simplifying the complex financial lives of high-net-worth individuals and families with the goal of consistently delivering peace of mind to the clients we serve.

How you will contribute:
  • Lead 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
  • Coordinate and work on multiple concurrent client projects
  • Actively participate in business development activities to identify, pursue & acquire new clients
  • Develop contacts with others in the business, professional or civic community
We are looking for people who have Forward Vision and:
  • High emotional intelligence and a strong desire to provide outstanding client service
  • Ability to communicate both up and downstream and exercise judgment in assessing client interactions
  • Capacity to oversee and prioritize multiple projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon timelines
  • Strong communication techniques, both written and verbal
Minimum Qualifications:
  • Bachelor's degree is required; Financial planning degree preferred
  • 5 years or more of experience serving as the lead wealth management advisor to high-net-worth families
  • One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JD

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