General information

Associate Advisor Wealth Advisors June 2023 | Houston
Ref #
Date Published
Friday, August 5, 2022
United States
Job Category
Wealth Advisory
Wealth Advisors
BKD WA Central
Advertised Location
Working time
Full Time

Description & Requirements

FORVIS Wealth Advisors, LLC, a nationally recognized Registered Investment Advisor, and wholly owned subsidiary of FORVIS 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 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’ 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
  • CERTIFIED FINANCIAL PLANNER designation, a plus, but not required initially
  • Familiarity with the financial planning process is desired
  • Some travel required

Applicants for positions with FORVIS 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.