Senior Wealth Advisor: High‑Net‑Worth Strategy Lead

Forvis Mazars US; Springfield (MO); On-site; USD 70,000 - 100,000; Full time

Job summary

A financial advisory firm in Springfield, Missouri is seeking an experienced Financial Planner for Wealth Management. The role involves serving high-net-worth clients by developing and implementing comprehensive financial strategies, managing multiple projects while ensuring clear communication. Candidates should have over 7 years of relevant experience, with preferences for CFP or similar designations. This position offers an opportunity to engage in business development and provide tailored financial solutions.

Qualifications

• 7+ years of relevant experience in financial planning.
• Experience as a lead advisor to high-net-worth families.
• CFP, CPA, CTFA, or similar designation required.

Responsibilities

• Serve on a team of Wealth Management professionals.
• Implement and monitor comprehensive financial planning strategies.
• Develop in-depth expertise in wealth management solutions.

Skills

Financial Planning

Client Relationship Management

Strategic Communication

Education

Bachelor’s Degree

Financial Planning Degree

Job description

A financial advisory firm in Springfield, Missouri is seeking an experienced Financial Planner for Wealth Management. The role involves serving high-net-worth clients by developing and implementing comprehensive financial strategies, managing multiple projects while ensuring clear communication. Candidates should have over 7 years of relevant experience, with preferences for CFP or similar designations. This position offers an opportunity to engage in business development and provide tailored financial solutions.