Consulting - Wealth Advisory - Portfolio Management, Senior Managing Advisor - - 12705

Name

Consulting - Wealth Advisory - Portfolio Management, Senior Managing Advisor

Posting Title

Senior Managing Advisor, Wealth Advisors - Portfolio Management

Ref #

2234764

Date Published

Wednesday, March 19, 2025

City

Kansas City

State

Missouri

Country

United States

Job Category

Wealth Advisory

Office

Wealth Advisory (Forvis)

Advertised Location

US-MO-Kansas City

Working time

Full Time

Forvis Mazars is seeking to add an experienced Wealth Management professional to serve as Portfolio Manager.

How you will contribute:

Join our Kansas City team and assume portfolio management responsibilities in an established private client practice.
Acquire an understanding of portfolio management philosophy, systems, software, and tools.
Partner with the local Advisor team to coordinate investment strategy with financial planning to deliver an Unmatched Client Experience.
Participate in business development opportunities to grow assets under management.
Prepare and execute rebalancing recommendations.
Perform prospect portfolio analysis and create portfolio reviews.
Develop transition plans for new clients with existing portfolios.
Prepare client specific research, analysis, and reports as needed.
Complete required annual compliance reviews for all assigned accounts.

We are looking for people with Forward Vision and:

Acquire an understanding of the resources and tools used in investment research and strategy decision-making processes.
Support the Forvis Mazars Investment Committee through sub-committee membership.
Participate in analyzing market and economic factors, potential changes to portfolio strategy, and specific investment opportunities.

Minimum Qualifications:

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