Forvis Mazars US
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Senior Advisor, Wealth Advisory
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Forvis Mazars US Description & Requirements What You Will Do 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 Manage and prioritize multiple, concurrent client projects, ensuring timely delivery and budget adherence while maintaining clear, strategic communication across all levels. Engage in business development by cultivating professional relationships and identifying opportunities to acquire new clients. Minimum Qualifications: Bachelor's Degree 5+ years of experience in financial planning or accounting, with a focus on advising high-net-worth individuals and families Preferred Qualifications: Financial Planning Degree Certified Financial Planner (CFP) designation Seniority level:
Not Applicable Employment type:
Full-time Job function:
Finance and Sales Industries:
Professional Services
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Senior Advisor, Wealth Advisory
role at
Forvis Mazars US Description & Requirements What You Will Do 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 Manage and prioritize multiple, concurrent client projects, ensuring timely delivery and budget adherence while maintaining clear, strategic communication across all levels. Engage in business development by cultivating professional relationships and identifying opportunities to acquire new clients. Minimum Qualifications: Bachelor's Degree 5+ years of experience in financial planning or accounting, with a focus on advising high-net-worth individuals and families Preferred Qualifications: Financial Planning Degree Certified Financial Planner (CFP) designation Seniority level:
Not Applicable Employment type:
Full-time Job function:
Finance and Sales Industries:
Professional Services
#J-18808-Ljbffr