Managing Advisor, Wealth Advisors
2 weeks ago
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.
- Bachelor's Degree
- 5+ years of experience in financial planning or accounting, with a focus on advising high-net-worth individuals and families
- Current and active Certified Financial Planner (CFP), Certified Trust & Fiduciary Advisor (CTFA), Certified Public Accountant (CPA) designation, Juris Doctorate (JD), or
- Financial Planning Degree
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