Senior Advisor, Wealth Advisory

Forvis Mazars Wealth Advisors, LLC is an SEC-registered, wholly owned subsidiary of Forvis Mazars, LLP, offering wealth management services for affluent families and institutions. We provide the following services: financial planning, benefit plan consulting, tax strategies, retirement planning, education funding, estate planning, life insurance, investment management, and charitable gift strategies.

What You Will Do:

• Serve on a team of Wealth Management professionals serving high-net-worth clients
• Assisting families in creating comprehensive wealth management strategies including:
• Financial Planning
• Retirement Planning
• Investment Management
• Education Planning
• Estate & Legacy Planning
• Survivor Assistance
• Develop/maintain in-depth expertise and global knowledge of wealth management services
• Actively support business development activities to identify, pursue & acquire new clients

Minimum Qualifications:

• Bachelor's degree is required: Financial Planning degree preferred
• 2 years or more of experience in wealth management or accounting
• One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA)

Preferred Qualifications:

• An individual who is a self-starter
• Passionate about serving clients
• Familiarity with the financial planning process
• Ability to effectively communicate with clients and simplify the complex
• The ability to work in a team environment
• Ability to travel as needed
• Ability to coordinate & work on multiple, concurrent client projects & complete assignments with minimal supervision