Senior Wealth Advisor: Strategy Lead

Forvis Mazars US

  • Springfield, MO
  • 4 days ago
    Want to know if you’re a fit?
    Upload your resume and let our AI show you.

    Skills

    • Business Developmentunmatched
    • Certified Financial Planner (CFP)unmatched
    • Communication Skillsunmatched
    • Financial Planningunmatched
    • Financial Strategyunmatched
    • High Net Worthunmatched
    • Multitaskingunmatched
    • Project/Program Managementunmatched
    • Wealth Managementunmatched

    Description

    A financial advisory firm in Springfield, Missouri is seeking an experienced Financial Planner for Wealth Management. The role involves serving high-net-worth clients by developing and implementing comprehensive financial strategies, managing multiple projects while ensuring clear communication. Candidates should have over 7 years of relevant experience, with preferences for CFP or similar designations. This position offers an opportunity to engage in business development and provide tailored financial solutions.#J-18808-Ljbffr

    Numbers & Facts

    LocationSpringfield, MO

    Similar Jobs

    See more jobs