Senior Advisor II, Wealth Advisory

Forvis Mazars US; Lincoln (NE); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Total rewards program

Flexible work environment

Job summary

Forvis Mazars LLP is seeking a Wealth Advisory support professional in Lincoln, Nebraska. You will assist a wealth management team serving affluent families with comprehensive planning across financial, retirement, investment, education, and estate needs.

The role emphasizes building expertise in wealth management, supporting client development, and delivering tailored plans aligned with client values and goals.

Qualifications

• Bachelor's degree required.
• 2+ years of relevant professional experience including financial planning.
• CFP designation or eligible to sit for the exam.

Responsibilities

• Support Wealth Management team serving affluent families.
• Assist families in creating comprehensive wealth management strategies (planning, retirement, investment, education, estate).
• Develop expertise and knowledge of wealth management services.
• Support business development to identify and pursue new clients.

Education

Bachelor's Degree

CFP designation (eligible)

Financial Planning Degree

Job description

Description & Requirements

Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and institutions. Taking a holistic approach, we align near‑term needs with long‑term goals to create clarity and confidence. Our integrated professionals simplify financial complexities, crafting tailored plans and adaptive investment strategies rooted in each client's values and vision for the future.

What You Will Do

• 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
• Develop/maintain in-depth expertise and global knowledge of wealth management services.
• Actively support business development activities to identify, pursue & acquire new clients.

Minimum Qualifications

• Bachelor's Degree
• 2+ years of relevant professional experience, including experience in financial planning
• Current and valid Certified Financial Planner (CFP) designation or eligible to sit for the exam

Preferred Qualifications

• Financial Planning Degree

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.

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 expressly 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.