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General information

Name
Advisor, Wealth Advisory
Posting Title
Advisor, Wealth Advisory
Ref #
2236408
Date Published
Wednesday, February 11, 2026
City
Fort Worth
State
Texas
Country
United States
Job Category
Wealth Advisory
Advertised Location
US-TX-Dallas, US-TX-Fort Worth, US-TX-Houston
Working time
Full Time

Description & Requirements

Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and institutions. Taking a holistic approach, we align near-term needs with long-term goals to create clarity and confidence. Our integrated professionals simplify financial complexities, crafting tailored plans and adaptive investment strategies rooted in each client’s values and vision for the future. 

What You Will Do: 
  • 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  
  • Develop/maintain in-depth expertise and global knowledge of wealth management services.  
  • Actively support business development activities to identify, pursue & acquire new clients.   
Minimum Qualifications: 
  • Bachelor's Degree 
  • 1+ years of relevant professional experience, including experience in financial planning 
  • Current and valid Certified Financial Planner (CFP) designation or eligibility to sit for the exam 
Preferred Qualifications: 
  • Financial Planning Degree
#LI-DFW, #LI-FTW, #LI-HOU
#LI-AF1

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.


Forvis Mazars, 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, gender identity, or other protected classifications. It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.


Forvis Mazars, LLP 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 Mazars, LLP 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 Mazars, LLP. Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.