Managing Advisor, Wealth Advisors

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

Job summary

An established industry player is seeking a Managing Advisor for Wealth Advisors. This role involves serving high-net-worth clients and assisting them in developing comprehensive wealth management strategies. The ideal candidate will have a strong background in financial planning and wealth management, with a proven track record of providing exceptional client service. This position offers the opportunity to work with a talented team while managing multiple projects and contributing to business development efforts. Join a dynamic environment that values emotional intelligence and effective communication, and make a significant impact in the lives of affluent families and institutions.

Benefits

Health Plans

401(k)

Flexible Time Off

Parental Leave

Qualifications

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

Responsibilities

• Assist clients in creating and monitoring comprehensive wealth management strategies.
• Participate in business development to acquire new clients.

Skills

Client Service

Financial Planning

Communication Skills

Project Management

Education

Bachelor's Degree

Financial Planning Degree

Job description

Join to apply for the Managing Advisor, Wealth Advisors role at Forvis Mazars US.

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 services including 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, and survivor assistance.
• Develop and maintain expertise in wealth management services.
• Coordinate multiple client projects concurrently.
• Participate in business development to acquire new clients.
• Build contacts within professional and civic communities.

Ideal Candidate Profile

• High emotional intelligence and a strong desire to provide outstanding client service.
• Effective communication skills, both written and verbal.
• Ability to manage multiple projects and meet deadlines.

Minimum Qualifications

• Bachelor's degree required; financial planning degree preferred.
• 5+ years experience as a lead wealth management advisor for high-net-worth families.
• Designations: CFP, CPA, CTFA, or JD.

Additional Information

Salary range in Illinois: $92,100 - $196,000, based on experience, education, and skills. Benefits include health plans, 401(k), bonuses, flexible time off, parental leave, and more. For details, visit resourcecenter.forvismazars.us.

Employment Details

• Full-time
• Industry: Professional Services