Senior Managing Advisor, Wealth Advisory

Forvis Mazars•Charleston, SC

About The Position

Forvis Mazars Wealth Advisors provides personalized financial strategies to high-net-worth individuals, families, and institutions. The Senior Managing Advisor serves on a team of Wealth Management professionals, taking a holistic approach to help clients align near-term needs with long-term goals through tailored financial plans and investment strategies. The advisor creates, implements, and monitors comprehensive financial planning strategies, develops in-depth expertise in wealth management solutions and services, and manages multiple concurrent client projects while maintaining clear, strategic communication. The role also includes business development through cultivating professional relationships and identifying opportunities to serve new clients.

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 retirement planning strategies.
Create, implement, and monitor investment management strategies.
Create, implement, and monitor education planning strategies.
Create, implement, and monitor estate and legacy planning strategies.
Create, implement, and monitor survivor assistance strategies.
Develop and maintain in-depth expertise and knowledge of wealth management solutions and services.
Manage and prioritize multiple concurrent client projects, ensuring timely delivery and clear, strategic communication across all levels.
Cultivate professional relationships and identify opportunities to assist new clients through business development.