Senior Managing Advisor, Wealth Advisory

Forvis Mazars, LLP; Springfield (MO); On-site; USD 90,000 - 120,000; Full time

Job summary

Forvis Mazars, LLP in Springfield, MO, is looking for a Senior Managing Advisor to deliver personalized financial strategies for high-net-worth clients. This role involves serving a team of financial professionals, implementing comprehensive financial planning strategies, and engaging in business development.

The ideal candidate will have over 7 years of experience in financial planning and relevant certifications such as CFP or CPA. Join a team committed to creating clarity and confidence in financial complexities.

Qualifications

• 7+ years of relevant experience in financial planning as a lead advisor.
• CFP, CPA, CTFA or similar designation required.

Responsibilities

• Serve on a team of Wealth Management professionals serving high-net-worth clients.
• Create, implement, and monitor comprehensive financial planning strategies.
• Engage in business development by cultivating professional relationships.

Skills

Financial Planning

Wealth Management

Client Relationship Management

Education

Bachelor’s Degree

Financial Planning Degree

Job description

Senior Managing Advisor, Wealth Advisory

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

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.