Forvis Mazars US
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Managing Advisor, Wealth Advisory
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Forvis Mazars US 2 days ago Be among the first 25 applicants Join to apply for the
Managing Advisor, Wealth Advisory
role at
Forvis Mazars US Description & Requirements
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 integrated professionals simplify financial complexities, crafting tailored plans and adaptive investment strategies rooted in each client's values and vision for the future. Description & Requirements
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 integrated professionals simplify financial complexities, crafting tailored plans and adaptive investment strategies rooted in each client's values and vision for the future.
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 relevant experience in financial planning
Current and active Certified Financial Planner (CFP), Certified Trust & Fiduciary Advisor (CTFA) or Certified Public Accountant (CPA) designation
Preferred Qualifications
Financial Planning Degree
New York City Pay Transparency
Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
New York Salary Range
NY Minimum Salary (USD)
$ 92,100
NY Maximum Salary (USD)
$ 192,000
Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Professional Services Referrals increase your chances of interviewing at Forvis Mazars US by 2x Sign in to set job alerts for “Wealth Management Advisor” roles.
New York, NY $200,000.00-$250,000.00 1 month ago Asset & Wealth Management, External Investing Group (XIG), Union Bridge Partners (Opportunistic Co-Investments / Structured Products), Vice President – New York
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Managing Advisor, Wealth Advisory
role at
Forvis Mazars US 2 days ago Be among the first 25 applicants Join to apply for the
Managing Advisor, Wealth Advisory
role at
Forvis Mazars US Description & Requirements
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 integrated professionals simplify financial complexities, crafting tailored plans and adaptive investment strategies rooted in each client's values and vision for the future. Description & Requirements
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 integrated professionals simplify financial complexities, crafting tailored plans and adaptive investment strategies rooted in each client's values and vision for the future.
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 relevant experience in financial planning
Current and active Certified Financial Planner (CFP), Certified Trust & Fiduciary Advisor (CTFA) or Certified Public Accountant (CPA) designation
Preferred Qualifications
Financial Planning Degree
New York City Pay Transparency
Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
New York Salary Range
NY Minimum Salary (USD)
$ 92,100
NY Maximum Salary (USD)
$ 192,000
Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Professional Services Referrals increase your chances of interviewing at Forvis Mazars US by 2x Sign in to set job alerts for “Wealth Management Advisor” roles.
New York, NY $200,000.00-$250,000.00 1 month ago Asset & Wealth Management, External Investing Group (XIG), Union Bridge Partners (Opportunistic Co-Investments / Structured Products), Vice President – New York
New York City Metropolitan Area 1 week ago Asset & Wealth Management, Investment Strategy Group, Tactical Asset Allocation Team, Associate - New York
New York, NY $35,000.00-$124,000.00 1 day ago New York City Metropolitan Area $150,000.00-$250,000.00 1 week ago Manhattan, NY $34,500.00-$125,000.00 2 weeks ago Associate, Portfolio and Wealth Advisory
New York, NY $85,000.00-$100,000.00 1 week ago J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Upper East Side)
Asset & Wealth Management, Private, Structured Investing, Vice President, New York
New York, NY $90,000.00-$110,000.00 2 weeks ago Citi Wealth - Wealth Relationship Manager - Rego Park
New York, NY $88,400.00-$132,600.00 1 week ago J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Upper Manhattan)
New York, NY $100,000.00-$135,000.00 2 weeks ago New York, NY $75,000.00-$200,000.00 2 weeks ago J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Midtown East)
J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Midtown West)
J.P. Morgan Wealth Management – Private Client Advisor - New York, NY (Midtown)
Livingston, NJ $90,000.00-$100,000.00 1 week ago J.P. Morgan Wealth Management – Private Client Advisor - New York, NY (Lower Midtown)
Asset & Wealth Management, Debt Capital Markets, Infrastructure, Vice President - New York
J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Upper Eastside)
New York, NY $34,000.00-$125,000.00 1 day ago New York, NY $194,820.00-$229,200.00 2 weeks ago Manhattan, NY $34,500.00-$125,000.00 3 months ago J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Westside)
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr