Wealth Advisory Associate: Client Strategy & Planning

Forvis Mazars, LLP; Kansas City (MO); On-site; USD 90,000 - 120,000; Full time

Job summary

Forvis Mazars, LLP in Kansas City, MO, seeks a Senior Advisor II, Wealth Advisory to join our team serving high-net-worth clients. The role focuses on delivering holistic wealth management strategies through coordinated planning, investment oversight, and client service.

You will collaborate with Advisors to develop comprehensive plans, educate families on financial options, and help grow the practice by identifying new business opportunities.

Qualifications

• Bachelor's Degree required.
• 2+ years of relevant professional experience, including experience in financial planning.
• Current and valid 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/maintain in-depth expertise and global knowledge of wealth management services.
• Actively support business development activities to identify, pursue & acquire new clients.

Education

Bachelor's Degree

Certified Financial Planner (CFP) designation

Job description

Forvis Mazars, LLP in Kansas City, MO, seeks a Senior Advisor II, Wealth Advisory to join our team serving high-net-worth clients. The role focuses on delivering holistic wealth management strategies through coordinated planning, investment oversight, and client service.

You will collaborate with Advisors to develop comprehensive plans, educate families on financial options, and help grow the practice by identifying new business opportunities.