Managing Advisor, Wealth Advisors

Forvis Mazars, LLP; Chicago (IL); On-site; USD 92,000 - 196,000; Full time

Job summary

An established industry player is seeking a Managing Advisor in Wealth Advisory to provide exceptional wealth management services to high-net-worth clients. This role involves developing and implementing comprehensive financial strategies, overseeing client projects, and actively participating in business development. The ideal candidate will possess strong emotional intelligence, excellent communication skills, and a proven track record in wealth management. Join a dynamic team dedicated to delivering outstanding client service and making a significant impact in the wealth advisory space.

Benefits

401(K)

Flexible Time Off

Parental Leave

Health Plan Benefits

Profit-Sharing Contributions

Qualifications

• 5+ years of experience as a lead wealth management advisor.
• Strong emotional intelligence and client service focus.

Responsibilities

• Serve high-net-worth clients with comprehensive wealth management strategies.
• Coordinate multiple client projects and business development activities.

Skills

Financial Planning

Investment Management

Client Service

Project Management

Communication Skills

Education

Bachelor's Degree

Financial Planning Degree

Job description

General information

Name

Consulting - Wealth Advisory - Managing Advisor

Posting Title

Managing Advisor, Wealth Advisors

Ref #

2233771

Date Published

Wednesday, September 25, 2024

City

Oakbrook Terrace

State

Illinois

Country

United States

Job Category

Wealth Advisory

Office

Wealth Advisory (Forvis)

Advertised Location

US-IL-Chicago, US-IL-Chicago

Working time

Full Time

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
• 5 years or more of experience serving as the lead wealth management 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

#LI-OAK, #LI-CHI

#LI-AF1

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)

$ 92100

IL Maximum Salary (USD)

$ 196000