Forvis

Senior Advisor, Wealth Advisory - 2236844

Forvis • $70K — $95K *
Springfield, MO 65807In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Finance or related field
  • 2+ years of experience in financial planning or wealth management
  • Current CFP designation or eligibility to sit for the exam
  • Strong understanding of wealth management services
  • Proven ability to contribute to business development efforts

Responsibilities

  • Support a team of wealth management advisors
  • Assist in creating comprehensive financial and wealth management strategies
  • Conduct financial, retirement, investment, and education planning
  • Facilitate estate and legacy planning discussions
  • Provide survivor assistance to clients
  • Develop expertise in wealth management services
  • Engage in activities to acquire new clients

Benefits

  • Opportunity to work with high-net-worth individuals and families
  • Access to a collaborative team of integrated professionals
  • Engagement in personalized and holistic financial strategy development
  • Role in business development activities
  • Opportunity for professional growth and development within the company
Full Job Description
Description & Requirements

Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and institutions. Taking a holistic approach, we align near-term needs with long-term goals to create clarity and confidence. Our integrated professionals simplify financial complexities, crafting tailored plans and adaptive investment strategies rooted in each client's values and vision for the future.

What You Will Do:

  • 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.

Minimum Qualifications:

  • Bachelor's Degree
  • 2+ years of relevant professional experience, including experience in financial planning
  • Current and valid Certified Financial Planner (CFP) designation or eligible to sit for the exam

Preferred Qualifications:

  • Financial Planning Degree

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About Forvis

Forvis is a software company that provides a platform for businesses to manage their data and analytics. The company's platform allows businesses to collect, store, and analyze data from various sources, including social media, web analytics, and customer relationship management systems. Forvis was founded in 2015 and is headquartered in San Francisco, California.
Learn more about Forvis
Size
50 employees
Industry
Information Technology
* Ladders Estimates

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