Senior Advisor, Wealth Advisory - 2236844

Forvis Mazars, LLP; Springfield (MO); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Flexible work environment

Total rewards program

Job summary

Forvis Mazars, LLP seeks a passionate financial professional to support its Wealth Management team in Springfield, Missouri. You will assist affluent families in developing comprehensive wealth management strategies, encompassing investment management and estate planning.

The ideal candidate has a Bachelor’s Degree, at least 2 years of relevant experience, and a CFP designation. Join us to thrive in a flexible work environment, committed to empowering our team while delivering exceptional service.

Qualifications

• 2+ years of relevant professional experience, including experience in financial planning.
• Current and valid Certified Financial Planner (CFP) designation or eligibility for the exam.

Responsibilities

• Support a Wealth Management team serving affluent families.
• Assist families in creating comprehensive wealth management strategies.
• Develop expertise in wealth management services.
• Support business development activities to acquire new clients.

Skills

Financial Planning

Wealth Management

Client Acquisition

Education

Bachelor’s Degree

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

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. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.

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.