Senior Wealth Planning Advisor for HNW Families

Forvis Mazars US; Springfield (MO); On-site; USD 70,000 - 110,000; Full time

Job summary

Forvis Mazars Wealth Advisors delivers personalized financial strategies for high‑net‑worth individuals, families, and institutions. Taking a holistic approach, we align near‑term needs with long‑term goals to create clarity and confidence for every client.

The Wealth Advisor will support a team of advisors, help craft comprehensive wealth‑management plans, and contribute to business development to attract new clients. A CFP designation or eligibility is preferred.

Qualifications

• Bachelor’s Degree
• 2+ years of relevant professional experience, including experience in financial planning
• Current and valid Certified Financial Planner (CFP) designation or eligible to sit for the exam

Responsibilities

• Supporting a Wealth Management team of advisors serving affluent families
• Assisting families in creating comprehensive wealth-management strategies including Financial Planning, Retirement Planning, Investment Management, Education Planning, Estate & Legacy Planning, Survivor Assistance
• Develop and maintain in-depth expertise and global knowledge of wealth-management services
• Actively support business development activities to identify, pursue, and acquire new clients

Skills

Wealth management

Financial planning

Business development

Client services

Education

Bachelor’s Degree

CFP designation or eligible to sit for exam

Financial Planning Degree

Job description

Forvis Mazars Wealth Advisors delivers personalized financial strategies for high‑net‑worth individuals, families, and institutions. Taking a holistic approach, we align near‑term needs with long‑term goals to create clarity and confidence for every client.

The Wealth Advisor will support a team of advisors, help craft comprehensive wealth‑management plans, and contribute to business development to attract new clients. A CFP designation or eligibility is preferred.