Associate Wealth Advisory Winter 2027 | Springfield

Forvis Mazars, LLP; Springfield (MO); On-site; USD 55,000 - 85,000; Full time

Job summary

Forvis Mazars Wealth Advisors, LLC is seeking an Associate Advisor to assist senior wealth management advisors in serving high-net-worth families within our Private Client practice. You’ll contribute to comprehensive wealth planning, investment oversight, and personalized strategy development.

You will support a team focused on delivering exceptional client experiences, coordinating multiple client projects, and helping grow the client base while maintaining professional and timely communication

Qualifications

• Bachelor’s degree required; GPA 3.0 minimum; accounting or related coursework helpful
• Up to 3 years of related experience; familiarity with financial planning process desired
• CFP designation preferred but not required initially

Responsibilities

• Support a Wealth Management team serving affluent families
• Assist families in creating comprehensive wealth management strategies (planning, retirement, investments, education, estate)
• Develop/maintain expertise in wealth management services
• Coordinate multiple client projects with minimal supervision
• Support business development to identify and pursue new clients
• Deliver exceptional client experience through timely, clear communication

Skills

Communication

Time management

Teamwork

Problem solving

Detail oriented

Education

Bachelor’s degree in financial planning or related field

Job description

Description & Requirements

Forvis Mazars Wealth Advisors, LLC, a nationally recognized Registered Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth Management professional to serve as an Associate Advisor who will assist 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
• Developing/maintaining in-depth expertise and global knowledge of wealth management services
• Coordinating and working on multiple, concurrent client projects & complete assignments with minimal supervision
• Actively supporting business development activities to identify, pursue & acquire new clients
• Delivering Forvis Mazars' commitment to unmatched client experience through timely and responsive communication with internal and external clients.

We are looking for people who have Forward Vision and:

• Ability to effectively communicate with clients and simplify the complex
• Passionate about serving client
• An individual who is a self-starter
• Effective time management
• Strong oral and written communication skills
• Ability to work well with a team as well as independently
• Problem-solving attitude
• Close attention to detail
• Ability to work under pressure and against deadlines

Minimum Qualifications:

• Bachelor's degree is required: Financial planning degree preferred
• Maintenance of a minimum cumulative GPA of 3.0
• All accounting (or jobrelevant) coursework must be completed with a grade of C or above
• Up to 3 years of related experience
• Familiarity with the financial planning process is desired
• Some travel required

Preferred Qualifications:

• CERTIFIED FINANCIAL PLANNER designation, a plus, but not required initially

Applicants for positions with Forvis Mazars must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expresses reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.