General information

Associate Advisor Wealth Advisors 2022 |Dallas
Ref #
Date Published
Thursday, June 2, 2022
United States
Job Category
Wealth Advisory
Wealth Advisors
BKD WA Central
Advertised Location
Working time
Full Time

Description & Requirements

Description & Requirements

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

How you will contribute:

  • Supporting a Wealth Management team of advisors serving corporate retirement plans and affluent families
  • Providing employee education and investment consulting services to corporate retirement plans
  • 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
  • Recent college graduate
  • CERTIFIED FINANCIAL PLANNER designation, a plus, but not required initially

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.


FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS, LLP is an equal opportunity/affirmative action employer. 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, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.