UHNW Wealth Strategy Director

Forvis Mazars, LLP; United States; On-site; USD 157,200 - 326,600; Full time

Benefits offered by this job

Flexible work environment

401(k) plan

Time off benefits

Job summary

Forvis Mazars, LLP is seeking a Wealth Strategist to join the Private Client team. This role focuses on providing integrated wealth management and tax planning services for ultra-high net worth clients and their families. The ideal candidate will have extensive client-facing experience and a deep understanding of estate planning and related financial strategies.

Responsibilities include developing complex tax and estate plans, leading client meetings, and offering consultative services on governance and legacy planning. The position requires a Bachelor's degree, a CPA license, or equivalent qualifications.

Qualifications

• Minimum of 9+ years of professional client-facing experience.
• Knowledge of fiduciary capabilities and services is preferred.

Responsibilities

• Develop and implement complex tax and estate plans for clients.
• Consult with clients on benefits of estate planning and estate taxes.
• Lead multi-advisor and multi-generational client meetings.

Skills

Client-facing experience

Tax planning

Estate planning

Financial consultative abilities

Education

Bachelor's degree in a related field

CPA license, CTFA, LLM, or JD

Tools

Microsoft Office Suite

Job description

Forvis Mazars, LLP is seeking a Wealth Strategist to join the Private Client team. This role focuses on providing integrated wealth management and tax planning services for ultra-high net worth clients and their families. The ideal candidate will have extensive client-facing experience and a deep understanding of estate planning and related financial strategies.

Responsibilities include developing complex tax and estate plans, leading client meetings, and offering consultative services on governance and legacy planning. The position requires a Bachelor's degree, a CPA license, or equivalent qualifications.