Forvis Mazars

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
• Graduating in 2025
• CERTIFIED FINANCIAL PLANNER designation, a plus, but not required initially
• Familiarity with the financial planning process is desired
• Some travel required