Senior Managing Advisor, Wealth Advisors - Portfolio Management

Forvis Mazars US; Kansas City (MO); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player is looking for a Senior Managing Advisor to join their Kansas City team. This role involves overseeing portfolio management in a private client practice, ensuring a seamless integration of investment strategies and financial planning. The ideal candidate will possess over a decade of experience in wealth management, showcasing a strong command of investment research and market analysis. This is an exciting opportunity to contribute to a dynamic team, drive business development, and enhance client experiences through strategic portfolio management.

Qualifications

• 10+ years of experience in wealth management or portfolio management.
• Strong understanding of investment strategies and financial planning.

Responsibilities

• Manage portfolios for private clients and coordinate with advisors.
• Conduct market analysis and prepare client-specific reports.

Skills

Investment Research

Portfolio Management

Client Relationship Management

Market Analysis

Education

Bachelor's Degree

CFA Charterholder

Tools

Portfolio Management Software

Financial Planning Tools

Job description

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Description & Requirements

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

Responsibilities

• Join our Kansas City team and assume portfolio management responsibilities in an established private client practice.
• Understand portfolio management philosophy, systems, software, and tools.
• Partner with the local Advisor team to coordinate investment strategy with financial planning to deliver an exceptional client experience.
• Participate in business development 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 annual compliance reviews for all assigned accounts.

Desired Skills and Qualifications

• Understanding of investment research resources and decision-making tools.
• Support the Forvis Mazars Investment Committee through sub-committee membership.
• Analyze market and economic factors, potential portfolio strategy changes, and investment opportunities.

Minimum Qualifications

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

Additional Information

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Professional Services