Job Description

Description & Requirements


Forvis Mazars US is seeking to add a Wealth Management professional to serve as an Associate Advisor who assists senior wealth management advisors in working with high-net-worth families in our Forvis Mazars US Private Client practice.



How you will contribute:

• 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.

We are looking for people who have Forward Vision and:

• An individual who is a self-starter
• Passionate about serving clients.
• Familiarity with the financial planning process
• Ability to effectively communicate with clients and simplify the complex.
• The ability to work in a team environment.
• Ability to travel as needed.
• Ability to coordinate & work on multiple, concurrent client projects & complete assignments with minimal supervision.

Minimum Qualifications:

• Bachelor's degree is required: Financial planning degree preferred.
• Completed coursework in order to be eligible to sit for the CFP exam.

Preferred Qualifications :

• Certified Financial Planner (CFP) designation

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Job Tags

Private practice,

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