Forvis Mazars US
Senior Advisor, Wealth Advisors
at
Forvis Mazars US
Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and institutions. We align near-term needs with long-term goals to create clarity and confidence.
What You Will Do
Support a Wealth Management team of advisors serving affluent families.
Assist families in creating comprehensive wealth management strategies, including:
Financial Planning
Retirement Planning
Investment Management
Education Planning
Estate & Legacy Planning
Survivor Assistance
Develop and maintain in-depth expertise and global knowledge of wealth management services.
Actively support business development activities to identify, pursue, and acquire new clients.
Minimum Qualifications
Bachelor’s Degree.
2+ years of relevant professional experience, including experience in financial planning.
Current and valid Certified Financial Planner (CFP) designation or eligibility to sit for the exam.
Preferred Qualifications
Financial Planning Degree.
#J-18808-Ljbffr
at
Forvis Mazars US
Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and institutions. We align near-term needs with long-term goals to create clarity and confidence.
What You Will Do
Support a Wealth Management team of advisors serving affluent families.
Assist families in creating comprehensive wealth management strategies, including:
Financial Planning
Retirement Planning
Investment Management
Education Planning
Estate & Legacy Planning
Survivor Assistance
Develop and maintain in-depth expertise and global knowledge of wealth management services.
Actively support business development activities to identify, pursue, and acquire new clients.
Minimum Qualifications
Bachelor’s Degree.
2+ years of relevant professional experience, including experience in financial planning.
Current and valid Certified Financial Planner (CFP) designation or eligibility to sit for the exam.
Preferred Qualifications
Financial Planning Degree.
#J-18808-Ljbffr