Senior Wealth Advisor—HNW Planning & Investments

Forvis-Mazars; Charleston (SC); On-site; USD 120,000 - 170,000; Full time

Job summary

Forvis Mazars Wealth Advisors is recruiting a seasoned Wealth Advisor to serve high-net-worth clients in Charleston, SC. You will design and implement integrated financial plans, including retirement, investments, and education planning, while maintaining strong client relationships and cross-team collaboration.

Ideal candidates bring 7+ years in financial planning as a lead advisor, with a Bachelor's degree.

Qualifications

• Bachelor's Degree required.
• 7+ years of relevant experience including lead advisor to high-net-worth families.

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, and education planning.
• 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.

Skills

Financial planning

Education

Bachelor's Degree

Job description

Forvis Mazars Wealth Advisors is recruiting a seasoned Wealth Advisor to serve high-net-worth clients in Charleston, SC. You will design and implement integrated financial plans, including retirement, investments, and education planning, while maintaining strong client relationships and cross-team collaboration.

Ideal candidates bring 7+ years in financial planning as a lead advisor, with a Bachelor's degree.