Senior Managing Advisor, Wealth Advisory

Forvis Mazars, LLP • Charleston, SC

4d

About The Position

Forvis Mazars Wealth Advisors provides personalized financial strategies for high-net-worth individuals, families, and institutions. The role serves on a team of Wealth Management professionals supporting high-net-worth clients. It creates, implements, and monitors comprehensive financial planning strategies across retirement, investment management, education, estate and legacy planning, and survivor assistance. The advisor develops and maintains in-depth expertise in wealth management solutions and services, manages multiple concurrent client projects, communicates strategically across all levels, and cultivates professional relationships to identify business-development opportunities and assist new clients.

Requirements

• Bachelor's degree.
• At least 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 and legacy planning, and survivor assistance.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior