Forvis

Senior Advisor, Wealth Advisory - 2237553

Forvis • $80K — $95K *
Springfield, MO 65807In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 2+ years of relevant professional experience in financial planning
  • Bachelor's degree preferred
  • Financial Planning Degree preferred
  • Current CFP designation or eligibility to sit for the exam

Responsibilities

  • Support a Wealth Management team serving affluent families
  • Assist in creating comprehensive wealth management strategies
  • Develop expertise in wealth management services
  • Engage in business development to identify and acquire new clients
  • Contribute to financial, retirement, investment, and estate planning

Benefits

  • Collaborative work environment
  • Access to ongoing education and professional development
  • Exposure to affluent client relationships
  • Opportunities for career advancement
  • Involvement in diverse areas of wealth management
Full Job Description
Description & Requirements

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:

  • 2+ years of relevant professional experience, including experience in financial planning

Preferred Qualifications:

  • Bachelors degree
  • Financial Planning Degree
  • Current and valid Certified Financial Planner (CFP) designation or eligible to sit for the exam

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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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