Forvis Mazars
Description & Requirements
Forvis Mazars Wealth Advisors, LLC is an SEC-registered, wholly owned subsidiary of Forvis Mazars, LLP, offering wealth management services for affluent families and institutions. We provide the following services: financial planning, benefit plan consulting, tax strategies, retirement planning, education funding, estate planning, life insurance, investment management, and charitable gift strategies.
What You Will Do:
Serve on a team of Wealth Management professionals serving high-net-worth clients 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 is required: Financial Planning degree preferred 2 years or more of experience in wealth management or accounting One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA) Preferred Qualifications:
An individual who is a self-starter Passionate about serving clients Familiarity with the financial planning process Ability to effectively communicate with clients and simplify the complex The ability to work in a team environment Ability to travel as needed Ability to coordinate & work on multiple, concurrent client projects & complete assignments with minimal supervision
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#LI-AF1
Forvis Mazars Wealth Advisors, LLC is an SEC-registered, wholly owned subsidiary of Forvis Mazars, LLP, offering wealth management services for affluent families and institutions. We provide the following services: financial planning, benefit plan consulting, tax strategies, retirement planning, education funding, estate planning, life insurance, investment management, and charitable gift strategies.
What You Will Do:
Serve on a team of Wealth Management professionals serving high-net-worth clients 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 is required: Financial Planning degree preferred 2 years or more of experience in wealth management or accounting One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA) Preferred Qualifications:
An individual who is a self-starter Passionate about serving clients Familiarity with the financial planning process Ability to effectively communicate with clients and simplify the complex The ability to work in a team environment Ability to travel as needed Ability to coordinate & work on multiple, concurrent client projects & complete assignments with minimal supervision
#LI-IND
#LI-AF1