General information

Name
Consulting - Wealth Advisory - Associate Advisor
Posting Title
Advisor, Wealth Advisors
Ref #
2234826
Date Published
Thursday, April 3, 2025
City
Charlotte
State
North Carolina
Country
United States
Job Category
Wealth Advisory
Office
Wealth Advisory (Forvis)
Advertised Location
US-NC-Charlotte, US-NC-Greensboro
Working time
Full Time

Description & Requirements

Forvis Mazars is seeking to add a Wealth Management professional to serve as an Associate Advisor who assists 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 ยท 
  • 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
  • Completed coursework in order to be eligible to sit for the CFP exam
  • 0-3 years of experience

Preferred Qualifications:
  • Certified Financial Planner (CFP) designation
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