Senior Advisor II, Wealth Advisory
Forvis Mazars US · Lincoln, NE · 1 wk ago
HybridFull-time
What You Will Do
- Supporting a Wealth Management team of advisors serving affluent families
- 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
- 2+ years of relevant professional experience, including experience in financial planning
- Current and valid Certified Financial Planner (CFP) designation or eligible to sit for the exam
Preferred Qualifications
- Financial Planning Degree