Description & Requirements

Forvis Mazars Wealth Advisors, LLC, a nationally recognized Registered Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth Management professional to serve as an Associate Advisor who will assist senior wealth management advisors in working with high-net worth families in our Forvis Mazars 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
• Developing/maintaining in-depth expertise and global knowledge of wealth management services
• Coordinating and working on multiple, concurrent client projects & complete assignments with minimal supervision
• Actively supporting business development activities to identify, pursue & acquire new clients
• Delivering Forvis Mazars’ commitment to unmatched client experience through timely and responsive communication with internal and external clients.

We are looking for people who have Forward Vision and:

• Ability to effectively communicate with clients and simplify the complex
• Passionate about serving client
• An individual who is a self-starter
• Effective time management
• Strong oral and written communication skills
• Ability to work well with a team as well as independently
• Problem-solving attitude
• Close attention to detail
• Ability to work under pressure and against deadlines

Minimum Qualifications:

• Bachelor's degree is required: Financial planning degree preferred
• Recent college graduate with up to 3 years of related experience
• Familiarity with the financial planning process is desired
• Some travel required

Preferred Qualifications:

• Maintaining a GPA of 3.0 or higher (in major and overall) CERTIFIED FINANCIAL PLANNER designation, a plus, but not required initially

Applicants for positions with Forvis Mazars must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.

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Forvis Mazars is a leading global professional services network operating under a single brand with just two members: Forvis Mazars, LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in more than 100 countries and territories.