• Serve as wealth management advisor on a team helping high net-worth families identify and prioritize their goals & dreams. Contribute to the design and ongoing implementation of a comprehensive wealth management plan for clients.
• Maintain/Develop in-depth technical expertise and global knowledge of wealth management services, including financial planning, investment management, estate and legacy planning concepts, including trust administration
• Interact with custodians and corporate trustees in administering trust documents
• Coordinate & work on multiple, concurrent client projects & complete assignments with minimal supervision
• Actively lead and participate in business development activities to identify, pursue & acquire new clients
• Develop contacts with others in the business, professional or civic community

• High emotional intelligence and strong desire/empathy to serve families
• Experience delivering comprehensive wealth management services
• Analytical and relationship skills to relate to individual client situations
• Attention to detail and ability to multi-task
• Ability to be a self-starter
• Willingness to travel as appropriate to serve our clients
• Experience helping grow a wealth management practice
• Experience overseeing associate advisors is a plus

• Bachelor's degree is required; Financial planning degree preferred
• 7 years or more of experience serving as the lead wealth management advisor to high net-worth families
• One of the following designations is required: Certified Financial Planner (CFP), CPA, or Certified Trust and Financial Advisor (CTFA)

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our FORVIS team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.

About FORVIS

FORVIS is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences™. Ranked among the top 10 public accounting firms in the country, FORVIS has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit forvis.com for additional information.

FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.