Senior Advisor, Wealth Advisory

Description & RequirementsForvis 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 DoSupporting a Wealth Management team of advisors serving affluent familiesAssisting families in creating comprehensive wealth‑management strategies including:Financial PlanningRetirement PlanningInvestment ManagementEducation PlanningEstate & Legacy PlanningSurvivor AssistanceDevelop and maintain in-depth expertise and global knowledge of wealth‑management servicesActively support business development activities to identify, pursue, and acquire new clientsMinimum QualificationsBachelor's Degree2+ years of relevant professional experience, including experience in financial planningCurrent and valid Certified Financial Planner (CFP) designation or eligible to sit for the examPreferred QualificationsFinancial Planning DegreeWhat We OfferOur robust total rewards program and flexible work environment reflect our commitment to people, careers, and well‑being, empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.Legal NoticeForvis Mazars, LLP is an equal‑opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.#J-18808-Ljbffr