Director, Wealth Advisory

Forvis Mazars US; Chicago (IL); On-site; USD 145,000 - 225,000; Full time

Job summary

Forvis Mazars US is seeking a Director in Wealth Advisory to lead a team serving high-net-worth clientele. Responsibilities include comprehensive wealth management and business development. Ideal candidates possess significant experience in wealth management and relevant financial designations, coupled with strong client-service skills.

Benefits

Group health plan benefits

401(K)

Bonuses

Flexible time off

Parental leave

Qualifications

• 9 years or more in wealth management serving high-net-worth families.
• One of the following designations required: CFP, CPA, CTFA, or JD.
• Ability to oversee multiple projects and meet timelines.

Responsibilities

• Serve high-net-worth clients with comprehensive wealth management.
• Develop and monitor wealth management strategies.
• Participate in business development to acquire new clients.

Skills

High emotional intelligence

Strong communication techniques

Judgment in client interactions

Education

Bachelor's degree

Financial planning degree

Job description

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Description & Requirements

Forvis Mazars Wealth Advisors, LLC is an SEC-registered, wholly owned subsidiary of Forvis Mazars, LLP, offering wealth management services for affluent families and institutions. We provide the following services: financial planning, benefit plan consulting, tax strategies, retirement planning, education funding, estate planning, life insurance, investment management, and charitable gift strategies.

Description & Requirements

Forvis Mazars Wealth Advisors, LLC is an SEC-registered, wholly owned subsidiary of Forvis Mazars, LLP, offering wealth management services for affluent families and institutions. We provide the following services: financial planning, benefit plan consulting, tax strategies, retirement planning, education funding, estate planning, life insurance, investment management, and charitable gift strategies.

How You Will Contribute

• Serve on a team of Wealth Management professionals serving high-net-worth clients
  
  
• Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies including:
  
  
• Financial Planning
  
  
• 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
  
  
• Coordinate & work on multiple, concurrent client projects
  
  
• Actively participate in business development activities to identify, pursue & acquire new clients
  
  
• Develop contacts with others in the business, professional or civic community
  
  
  

We are looking for people who have Forward Vision and:

• High emotional intelligence and a strong desire to provide outstanding client service
  
  
• Ability to communicate both up and downstream and exercise judgment in assessing client interactions
  
  
• Capacity to oversee and prioritize multiple projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon timelines
  
  
• Strong communication techniques, both written and verbal
  
  
  
  

Minimum Qualifications

• Bachelor's degree is required; Financial planning degree preferred
  
  
• 9 years or more of experience in wealth management, including serving as a lead advisor to high-net-worth families
  
  
• One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JD
  
  
  
  

,

Illinois Wage Transparency

Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

IL Minimum Salary (USD)

$ 145000

IL Maximum Salary (USD)

$ 225000

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting, Information Technology, and Sales

• Industries

  Professional Services

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