Senior Wealth Advisor & Planner — Financial Strategy

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

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.