General information

Name
Consulting - Wealth Advisory - Managing Advisor
Posting Title
Managing Advisor - Wealth Management
Ref #
2233771
Date Published
Wednesday, September 25, 2024
City
Oakbrook Terrace
State
Illinois
Country
United States
Job Category
Wealth Advisory
Office
Wealth Advisory (Forvis)
Advertised Location
US-IL-Chicago, US-IL-Chicago
Working time
Full Time

Description & Requirements

Forvis Mazars Wealth Advisors, LLC is an SEC-registered, wholly owned subsidiary of Forvis Mazars, LLP, offering wealth management services for affluent families and institutions. We provide the following services: financial planning, benefit plan consulting, tax strategies, retirement planning, education funding, estate planning, life insurance, investment management, and charitable gift strategies.


How you will contribute:  
  • Serve on a team of Wealth Management professionals serving high-net-worth clients
  • Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies including: 
    • Financial Planning 
    • Retirement Planning 
    • Investment Management 
    • Education Planning 
    • Estate & Legacy Planning Trust Administration 
    • Survivor Assistance
  • Develop/maintain in-depth expertise and global knowledge of wealth management services 
  • Coordinate & work on multiple, concurrent client projects 
  • Actively participate in business development activities to identify, pursue & acquire new clients
  • Develop contacts with others in the business, professional or civic community
We are looking for people who have Forward Vision and: 
  • High emotional intelligence and a strong desire to provide outstanding client service
  • Ability to communicate both up and downstream and exercise judgment in assessing client interactions
  • Capacity to oversee and prioritize multiple projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon timelines
  • Strong communication techniques, both written and verbal
Minimum Qualifications: 
  • Bachelor's degree is required; Financial planning degree preferred 
  • 5 years or more of experience serving as the lead wealth management advisor to high-net-worth families 
  • One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JD

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