Forvis Mazars US
Senior Managing Advisor, Wealth Advisory
Forvis Mazars US, Oakbrook Terrace, Illinois, United States
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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. 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
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
Coordinate & work on multiple, concurrent client projects
Actively participate in business development activities to identify, pursue & acquire new clients
Develop contacts with others in the business, professional or civic community
Minimum Qualifications
Bachelor's degree is required; Financial planning degree preferred
7 years or more of experience in wealth management, including serving as a lead advisor to high-net-worth families
One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JD
Preferred Qualifications
High emotional intelligence and a strong desire to provide outstanding client service
Ability to communicate both up and downstream and exercise judgment in assessing client interactions
Capacity to oversee and prioritize multiple projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon timelines
Strong communication techniques, both written and verbal
,
Illinois Wage Transparency
Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
IL Minimum Salary (USD)
$ 101500
IL Maximum Salary (USD)
$ 185000
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.
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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. 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
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
Coordinate & work on multiple, concurrent client projects
Actively participate in business development activities to identify, pursue & acquire new clients
Develop contacts with others in the business, professional or civic community
Minimum Qualifications
Bachelor's degree is required; Financial planning degree preferred
7 years or more of experience in wealth management, including serving as a lead advisor to high-net-worth families
One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JD
Preferred Qualifications
High emotional intelligence and a strong desire to provide outstanding client service
Ability to communicate both up and downstream and exercise judgment in assessing client interactions
Capacity to oversee and prioritize multiple projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon timelines
Strong communication techniques, both written and verbal
,
Illinois Wage Transparency
Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
IL Minimum Salary (USD)
$ 101500
IL Maximum Salary (USD)
$ 185000
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.
Chicago, IL $40,000.00-$65,000.00 6 days ago Wealth Management Advisor - Glen Ellyn, IL
Glen Ellyn, IL $65,000.00-$78,000.00 1 day ago Wheaton, IL $94,000.00-$163,000.00 4 days ago Chicago, IL $130,000.00-$150,000.00 4 days ago Chicago, IL $90,000.00-$100,000.00 2 weeks ago Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate - Chicago
Chicago, IL $75,000.00-$80,000.00 2 weeks ago Northbrook, IL $130,000.00-$175,000.00 2 weeks ago J.P. Morgan Wealth Management – Private Client Advisor - Chicago O'Hare / Cook County Northwest
Greater Chicago Area $150,000.00-$200,000.00 5 days ago Asset & Wealth Management - Private Wealth Management - Vice President, Private Wealth Advisor - Chicago/Detroit
Chicago, IL $85,000.00-$240,000.00 1 week ago J.P. Morgan Wealth Management – Private Client Advisor - Chicago Downtown
Chicago, IL $100,000.00-$115,000.00 1 week ago J.P. Morgan Wealth Management National Branch Personal Advisor - Chicago
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Chicago, IL $75,000.00-$150,000.00 1 week ago Greater Chicago Area $150,000.00-$500,000.00 2 weeks ago J.P. Morgan Wealth Management – Private Client Advisor - Chicago South West Suburbs
Investment Executive (Financial Advisor) Downtown Chicago
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Chicago, IL $100,000.00-$130,000.00 2 weeks ago 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