Senior Managing Advisor, Wealth Advisory

Forvis Mazars, LLP; Charleston (SC); On-site; USD 120,000 - 240,000; Full time

Job summary

Forvis Mazars Wealth Advisors seeks a Senior Managing Advisor to lead and execute comprehensive financial planning strategies for high-net-worth individuals, families, and institutions from Charleston, SC. You will deliver holistic wealth management solutions, coordinate retirement, education, and estate planning, and drive client satisfaction.

You will join a team of professionals, develop expertise in service offerings, and engage in business development to expand client relationships in a

Qualifications

• Bachelor's degree required.
• 7+ years of experience in financial planning, including leading as a senior advisor to high-net-worth families.
• CFP, CPA, CTFA or similar designation.

Responsibilities

• Serve on a team of Wealth Management professionals serving high-net-worth clients.
• Create, implement, and monitor comprehensive financial planning strategies including retirement planning, investment management, education planning, estate & legacy planning, survivor assistance.
• Develop/maintain in-depth expertise and knowledge of wealth management solutions and services.
• Manage and prioritize multiple client projects, ensuring timely delivery with clear communication across all levels.
• Engage in business development by cultivating professional relationships and identifying opportunities to assist new clients.

Education

Bachelor's Degree

CFP/CPA/CTFA or similar designation

Job description

General Information

• Name: Senior Managing Advisor, Wealth Advisory
• Posting Title: Senior Managing Advisor, Wealth Advisory
• Ref #: 2237773
• Date Published: Thursday, October 22, 2026
• City: Charleston
• State: South Carolina
• Country: United States
• Job Category: Wealth Advisory
• Advertised Location: US-SC-Charleston
• Working Time: Full Time

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 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

• Serve on a team of Wealth Management professionals serving high-net-worth clients.
• Create, implement, and monitor comprehensive financial planning strategies including:
  • Retirement Planning
  • Investment Management
  • Education Planning
  • Estate & Legacy Planning
  • Survivor Assistance
• Develop/maintain in-depth expertise and knowledge of wealth management solutions and services.
• Manage and prioritize multiple, concurrent client projects, ensuring timely delivery while maintaining clear, strategic communication across all levels.
• Engage in business development by cultivating professional relationships and identifying opportunities to assist new clients

Minimum Qualifications

• Bachelor's Degree
• 7+ years of relevant experience in financial planning, including serving as a lead advisor to high-net-worth families.
• CFP, CPA, CTFA or similar designation.

Preferred Qualifications

• Financial Planning Degree

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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. 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.

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 accept 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.