Senior Wealth Advisor - HNW Planning & Leadership

Forvis Mazars US; Springfield (MO); On-site; USD 120,000 - 190,000; Full time

Job summary

Forvis Mazars, LLP seeks an experienced Wealth Advisor to serve high-net-worth clients with comprehensive financial planning and investment strategies. You will join a team delivering tailored advice across retirement, education, estate planning, and legacy considerations.

The role requires leading client engagements, maintaining strong communication, and pursuing new business opportunities to grow the practice.

Qualifications

• Bachelor's degree required.
• 7+ years of experience in financial planning, including serving as a lead 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, 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

Wealth management

Financial planning

Client relations

Education

Bachelor's Degree

Job description

Forvis Mazars, LLP seeks an experienced Wealth Advisor to serve high-net-worth clients with comprehensive financial planning and investment strategies. You will join a team delivering tailored advice across retirement, education, estate planning, and legacy considerations.

The role requires leading client engagements, maintaining strong communication, and pursuing new business opportunities to grow the practice.