Wealth Advisory Senior Associate - Holistic Financial Planning

Forvis Mazars US; Lincoln (NE); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Total rewards program

Flexible work environment

Job summary

Forvis Mazars LLP is seeking a Wealth Advisory support professional in Lincoln, Nebraska. You will assist a wealth management team serving affluent families with comprehensive planning across financial, retirement, investment, education, and estate needs.

The role emphasizes building expertise in wealth management, supporting client development, and delivering tailored plans aligned with client values and goals.

Qualifications

• Bachelor's degree required.
• 2+ years of relevant professional experience including financial planning.
• CFP designation or eligible to sit for the exam.

Responsibilities

• Support Wealth Management team serving affluent families.
• Assist families in creating comprehensive wealth management strategies (planning, retirement, investment, education, estate).
• Develop expertise and knowledge of wealth management services.
• Support business development to identify and pursue new clients.

Education

Bachelor's Degree

CFP designation (eligible)

Financial Planning Degree

Job description

Forvis Mazars LLP is seeking a Wealth Advisory support professional in Lincoln, Nebraska. You will assist a wealth management team serving affluent families with comprehensive planning across financial, retirement, investment, education, and estate needs.

The role emphasizes building expertise in wealth management, supporting client development, and delivering tailored plans aligned with client values and goals.