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General information

Name
Senior Managing Advisor, Wealth Advisory
Posting Title
Senior Managing Advisor, Wealth Advisory
Ref #
2236488
Date Published
Tuesday, March 3, 2026
City
Kansas City
State
Missouri
Country
United States
Job Category
Wealth Advisory
Advertised Location
US-MO-Kansas City
Working time
Full Time

Description & Requirements

Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth and ultra-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: 
  • Serve on a team of Wealth Management professionals serving high-net-worth and ultra-high-net worth clients
  • Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies including: 
    • 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 
  • Manage and prioritize multiple, concurrent client projects, ensuring timely delivery while maintaining clear, strategic communication across all levels.
  • Engage in business development by cultivating professional relationships and identifying opportunities to acquire new clients.

Minimum Qualifications: 
  • Bachelor's Degree 
  • 7+ years of relevant experience in financial planning, including serving as a lead advisor to high-net-worth families
  • Current and active Certified Financial Planner® (CFP), CPA or CTFA designation required. 

Preferred Qualifications: 
  • Financial Planning Degree

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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.