Senior Managing Advisor, Wealth Advisory
Forvis Mazars•Springfield, MO
•Onsite
About The Position
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.
Requirements
- 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.
Nice To Haves
- Financial Planning Degree
Responsibilities
- 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.
Benefits
- Robust total rewards program
- Flexible work environment
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What This Job Offers
Job Type
Full-time
Career Level
Senior
