Advisor, Wealth Advisors

Forvis Mazars US; Charlotte (NC); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a motivated Associate Advisor to join their Wealth Management team. This role involves supporting senior advisors in developing tailored strategies for high-net-worth families, including financial and retirement planning, investment management, and estate planning. The ideal candidate will possess a proactive attitude, effective communication skills, and a passion for client service. This is an exciting opportunity to grow within a dynamic team and make a significant impact in the wealth management sector.

Qualifications

• Proactive attitude and passion for serving clients.
• Familiarity with financial planning processes and effective communication.

Responsibilities

• Support a Wealth Management team serving affluent families.
• Assist in creating comprehensive wealth management strategies.

Skills

Financial Planning

Effective Communication

Teamwork

Client Project Management

Education

Bachelor's Degree

Financial Planning Degree

CFP Exam Coursework

Job description

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Job Description & Requirements

Forvis Mazars is seeking to add a Wealth Management professional to serve as an Associate Advisor who assists senior wealth management advisors in working with high-net-worth families in our Forvis Mazars Private Client practice.

How You Will Contribute

• Supporting a Wealth Management team of advisors serving affluent families
• Assisting families in creating comprehensive wealth management strategies including:
• Financial Planning
• Retirement Planning
• Investment Management
• Education Planning
• Estate & Legacy Planning
• Survivor Assistance
• Develop/maintain in-depth expertise and global knowledge of wealth management services
• Actively support business development activities to identify, pursue & acquire new clients

Candidate Profile

We are looking for individuals who possess:

• A proactive, self-starting attitude
• Passion for serving clients
• Familiarity with the financial planning process
• Effective communication skills, capable of simplifying complex information
• Teamwork ability
• Willingness to travel as needed
• Ability to manage multiple client projects with minimal supervision

Minimum Qualifications

• Bachelor's degree required; Financial Planning degree preferred
• Completed coursework to qualify for the CFP exam
• 0-3 years of relevant experience

Preferred Qualifications

• Certified Financial Planner (CFP) designation

Additional Details

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Professional Services