UHNW Wealth Strategy Director

Forvis Mazars US is seeking a Wealth Strategist in Charlotte, NC. This role focuses on delivering integrated solutions for ultra-high-net-worth individuals and families, involving advanced estate and family planning. Responsibilities include developing complex tax and estate plans, advising on governance, and maintaining client relationships. Minimum qualifications include a Bachelor’s degree and 9+ years of client-facing experience. Ideal candidates will also hold certifications such as CPA or JD.

Competitive salary range of $157,200 - $326,600 annually based on experience.
We invite applications for the UHNW Wealth Strategy Director position located in Charlotte, NC, United States. Take a moment to read everything above and see whether this role is right for you. This posting is for the UHNW Wealth Strategy Director role at Forvis Mazars US, based in Charlotte, NC, United States.