Forvis Mazars Wealth Advisors, LLC is an SEC-registered, wholly owned subsidiary of Forvis Mazars, LLP, offering wealth management services for affluent families and institutions. We provide the following services: financial planning, retirement planning, education funding, life insurance analysis, investment management, charitable gift strategies, estate planning, trust administration and family office services.
What You Will Do:
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Lead and serve on a team of Wealth Management professionals serving high-net-worth clients
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Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies including:
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Financial Planning
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Retirement Planning
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Investment Management
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Education Planning
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Estate & Legacy Planning Trust Administration
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Survivor Assistance
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Develop/maintain in-depth expertise and global knowledge of wealth management services
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Coordinate & work on multiple, concurrent client projects
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Actively participate in business development activities to identify, pursue & acquire new clients
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Develop contacts with others in the business, professional or civic community
Minimum Qualifications:
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Bachelor's degree is required; Financial planning degree preferred
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7+ years or more of experience serving as the lead wealth management advisor to high-net-worth families
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One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JD
Preferred Qualifications:
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High emotional intelligence and a strong desire to provide outstanding client service
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Ability to communicate both up and downstream and exercise judgment in assessing client interactions
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Capacity to oversee and prioritize multiple projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon timelines
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Strong written and verbal communication techniques
