Wealth Associate: Private Client Advisory

Forvis Mazars, LLP; Springfield (MO); On-site; USD 55,000 - 85,000; Full time

Job summary

Forvis Mazars Wealth Advisors, LLC is seeking an Associate Advisor to assist senior wealth management advisors in serving high-net-worth families within our Private Client practice. You’ll contribute to comprehensive wealth planning, investment oversight, and personalized strategy development.

You will support a team focused on delivering exceptional client experiences, coordinating multiple client projects, and helping grow the client base while maintaining professional and timely communication

Qualifications

• Bachelor’s degree required; GPA 3.0 minimum; accounting or related coursework helpful
• Up to 3 years of related experience; familiarity with financial planning process desired
• CFP designation preferred but not required initially

Responsibilities

• Support a Wealth Management team serving affluent families
• Assist families in creating comprehensive wealth management strategies (planning, retirement, investments, education, estate)
• Develop/maintain expertise in wealth management services
• Coordinate multiple client projects with minimal supervision
• Support business development to identify and pursue new clients
• Deliver exceptional client experience through timely, clear communication

Skills

Communication

Time management

Teamwork

Problem solving

Detail oriented

Education

Bachelor’s degree in financial planning or related field

Job description

Forvis Mazars Wealth Advisors, LLC is seeking an Associate Advisor to assist senior wealth management advisors in serving high-net-worth families within our Private Client practice. You’ll contribute to comprehensive wealth planning, investment oversight, and personalized strategy development.

You will support a team focused on delivering exceptional client experiences, coordinating multiple client projects, and helping grow the client base while maintaining professional and timely communication