Senior Wealth Advisor - High-Net Worth Planning

Forvis Mazars, LLP

Charleston (SC)

On-site

USD 120,000 - 240,000

Full time

7 days ago

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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.