Senior Managing Advisor, Wealth Advisory

About the role

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 professionals simplify financial complexities, crafting tailored plans and adaptive investment strategies rooted in each client's values and vision for the future. 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. With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

Responsibilities

• Serve on a team of Wealth Management professionals serving high-net-worth clients.
• Create, implement, and monitor comprehensive financial planning strategies including: Retirement Planning, Investment Management, Education Planning, Estate & Legacy Planning, Survivor Assistance.
• Develop/maintain in-depth expertise and knowledge of wealth management solutions and 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 assist 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.
• CFP, CPA, CTFA or similar designation.

Qualifications

• Financial Planning Degree (preferred)

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.