Director, Wealth Advisory
About the role
Lead and 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
Coordinate & 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
Responsibilities
Lead and 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
Coordinate & 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
Requirements
- Bachelor's degree is required; Financial planning degree preferred
- 10 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
Qualifications
- 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 written and verbal communication techniques
Skills
- Exceptional interpersonal and communication skills
- Strong analytical and problem-solving abilities
- Excellent organizational and time management skills
- Knowledge of wealth management principles and practices
Benefits
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service.
Pay
Compensation is commensurate with experience.
Schedule
Full-time position.
About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
What We Offer
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service.
Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.