Managing Advisor, Wealth Advisors

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

Job summary

An established industry player is seeking a dedicated Wealth Management Advisor to provide exceptional service to high-net-worth clients. In this role, you will collaborate with a team of professionals to create and implement tailored financial strategies, ensuring clients achieve their financial goals. Your expertise in financial planning, investment management, and client relations will be pivotal in driving success for affluent families and institutions. Join a forward-thinking company that values emotional intelligence and offers a dynamic work environment where your contributions directly impact clients' lives.

Benefits

401(K)

Flexible Time Off

Parental Leave

Group Health Plan Benefits

Profit-Sharing Contributions

Qualifications

• 5+ years as a lead wealth management advisor to high-net-worth families.
• Required designations: CFP, CPA, CTFA, or JD.

Responsibilities

• Serve high-net-worth clients in wealth management services.
• Develop and implement comprehensive wealth management strategies.

Skills

Client Service

Financial Planning

Investment Management

Project Management

Communication Skills

Education

Bachelor's Degree

Financial Planning Degree

Job description

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

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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