Senior Managing Advisor, Wealth Advisors - Portfolio Management

Forvis Mazars, LLP; Kansas City (MO); On-site; USD 90,000 - 150,000; Full time

Job summary

An established industry player is looking for a seasoned Wealth Management professional to join their Kansas City team as a Senior Managing Advisor. This role involves managing portfolios, collaborating with local advisors, and participating in business development to enhance client experiences. The ideal candidate will have over 10 years of experience, a Bachelor's degree, and a CFA charter. If you're passionate about delivering unmatched client service and have a forward vision in investment management, this opportunity is perfect for you.

Qualifications

• 10 years of industry experience in wealth management.
• Strong understanding of portfolio management philosophy and tools.

Responsibilities

• Manage portfolios and coordinate investment strategies with financial planning.
• Conduct market analysis and prepare client-specific reports.

Skills

Portfolio Management

Investment Strategy

Client Relationship Management

Financial Planning

Education

Bachelor's Degree

CFA Charterholder

Tools

Investment Research Software

Portfolio Management Systems

Job description

General information

Name

Consulting - Wealth Advisory - Portfolio Management, Senior Managing Advisor

Posting Title

Senior Managing Advisor, Wealth Advisors - Portfolio Management

Ref #

2234764

Date Published

Wednesday, March 19, 2025

City

Kansas City

State

Missouri

Country

United States

Job Category

Wealth Advisory

Office

Wealth Advisory (Forvis)

Advertised Location

US-MO-Kansas City

Working time

Full Time

Description & Requirements

Forvis Mazars is seeking to add an experienced Wealth Management professional to serve as Portfolio Manager.

How you will contribute:

• Join our Kansas City team and assume portfolio management responsibilities in an established private client practice.
• Acquire an understanding of portfolio management philosophy, systems, software, and tools.
• Partner with the local Advisor team to coordinate investment strategy with financial planning to deliver an Unmatched Client Experience.
• Participate in business development opportunities to grow assets under management.
• Prepare and execute rebalancing recommendations.
• Perform prospect portfolio analysis and create portfolio reviews.
• Develop transition plans for new clients with existing portfolios.
• Prepare client specific research, analysis, and reports as needed.
• Complete required annual compliance reviews for all assigned accounts.

We are looking for people with Forward Vision and:

• Acquire an understanding of the resources and tools used in investment research and strategy decision-making processes.
• Support the Forvis Mazars Investment Committee through sub-committee membership.
• Participate in analyzing market and economic factors, potential changes to portfolio strategy, and specific investment opportunities.

Minimum Qualifications:

• 10 years of industry experience
• Bachelor's degree required
• CFA Charterholder

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