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.
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, including serving as a lead advisor to high-net-worth families
Current and active Certified Financial Planner (CFP) designation
Preferred Qualifications
Financial Planning Degree
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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, including serving as a lead advisor to high-net-worth families
Current and active Certified Financial Planner (CFP) designation
Preferred Qualifications
Financial Planning Degree
#J-18808-Ljbffr