UHNW Wealth Strategy Director

Forvis Mazars US; Charlotte (NC); On-site; USD 157,200 - 326,600; Full time

Job summary

Forvis Mazars US is seeking a Wealth Strategist in Charlotte, NC. This role focuses on delivering integrated solutions for ultra-high-net-worth individuals and families, involving advanced estate and family planning. Responsibilities include developing complex tax and estate plans, advising on governance, and maintaining client relationships. Minimum qualifications include a Bachelor’s degree and 9+ years of client-facing experience. Ideal candidates will also hold certifications such as CPA or JD. Competitive salary range of $157,200 - $326,600 annually based on experience.

Qualifications

• 9+ years of professional client-facing experience required.
• Experience in law, tax services, and consulting preferred.
• Knowledge of fiduciary services is a plus.

Responsibilities

• Develop and implement complex tax and estate plans for clients.
• Lead multi-advisor and multi-generational client meetings.
• Advise on governance and legacy planning.

Skills

Proficiency in Microsoft Office Suite

Client relationship management

Estate and tax planning knowledge

Communication skills

Networking and prospecting

Education

Bachelor’s degree in a related field

CPA license, CTFA, LLM, or JD

Job description

Forvis Mazars US is seeking a Wealth Strategist in Charlotte, NC. This role focuses on delivering integrated solutions for ultra-high-net-worth individuals and families, involving advanced estate and family planning. Responsibilities include developing complex tax and estate plans, advising on governance, and maintaining client relationships. Minimum qualifications include a Bachelor’s degree and 9+ years of client-facing experience. Ideal candidates will also hold certifications such as CPA or JD. Competitive salary range of $157,200 - $326,600 annually based on experience.