Senior Managing Advisor, Wealth Advisory
About the role
Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth and ultra-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.
Responsibilities
- Serve on a team of Wealth Management professionals serving high-net-worth and ultra-high-net-worth clients
- Aid clients in creating, implementing, and monitoring comprehensive wealth management strategies including:
- 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 while maintaining clear, strategic communication across all levels
- Engage in business development by cultivating professional relationships and identifying opportunities to acquire new clients
Requirements
- Bachelor's Degree
- 7+ years of relevant experience in financial planning, including serving as a lead advisor to high-net-worth families
- Current and active Certified Financial Planner® (CFP), CPA or CTFA designation required
Preferred qualifications
- Financial Planning Degree
Benefits
We offer a robust total rewards program and flexible work environment, reflecting our commitment to people, careers, and well-being. This empowers our team to grow and thrive while delivering exceptional service.
Pay
Compensation is commensurate with experience.
Schedule
Hours are flexible to accommodate your schedule.
Qualifications
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.
Legal Notice
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.