What are the responsibilities and job description for the Senior Managing Advisor, Wealth Advisory position at Forvis Mazars?
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 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.
- Create, implement, and monitor comprehensive financial planning strategies including:
- Retirement Planning
- Investment Management
- Education Planning
- Estate & Legacy Planning
- Survivor Assistance
- Develop/maintain in-depth expertise and knowledge of wealth management solutions and services.
- Manage and prioritize multiple, concurrent client projects, ensuring timely delivery while maintaining clear, strategic communication across all levels.
- Engage in business development by cultivating professional relationships and identifying opportunities to assist new clients
Minimum Qualifications:
- Bachelor's Degree
- 7 years of relevant experience in financial planning, including serving as a lead advisor to high-net-worth families.
- CFP, CPA, CTFA or similar designation.
Preferred Qualifications:
- Financial Planning Degree