Senior Wealth Strategy Advisor

Forvis Mazars, LLP; Springfield (MO); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Flexible work environment

Total rewards program

Job summary

Forvis Mazars, LLP seeks a passionate financial professional to support its Wealth Management team in Springfield, Missouri. You will assist affluent families in developing comprehensive wealth management strategies, encompassing investment management and estate planning.

The ideal candidate has a Bachelor’s Degree, at least 2 years of relevant experience, and a CFP designation. Join us to thrive in a flexible work environment, committed to empowering our team while delivering exceptional service.

Qualifications

• 2+ years of relevant professional experience, including experience in financial planning.
• Current and valid Certified Financial Planner (CFP) designation or eligibility for the exam.

Responsibilities

• Support a Wealth Management team serving affluent families.
• Assist families in creating comprehensive wealth management strategies.
• Develop expertise in wealth management services.
• Support business development activities to acquire new clients.

Skills

Financial Planning

Wealth Management

Client Acquisition

Education

Bachelor’s Degree

Financial Planning Degree

Job description

Forvis Mazars, LLP seeks a passionate financial professional to support its Wealth Management team in Springfield, Missouri. You will assist affluent families in developing comprehensive wealth management strategies, encompassing investment management and estate planning.

The ideal candidate has a Bachelor’s Degree, at least 2 years of relevant experience, and a CFP designation. Join us to thrive in a flexible work environment, committed to empowering our team while delivering exceptional service.