Senior Managing Advisor, Wealth Advisory
Forvis Mazars•Kansas City, MO
•Onsite
About The Position
Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth and ultra-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.
Requirements
- Bachelor's Degree
- 7+ 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), CPA or CTFA designation required.
Nice To Haves
- Financial Planning Degree
Responsibilities
- Serve on a team of Wealth Management professionals serving high-net-worth and ultra-high-net worth clients
- Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies including: 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 while maintaining clear, strategic communication across all levels.
- Engage in business development by cultivating professional relationships and identifying opportunities to acquire 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
