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Financial Consultant Financial Advisor

Wealth Management Associate — Family & Legacy Planning

Job in Fort Worth, Tarrant County, Texas, 76102, USA
Listing for: Forvis Mazars
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Fort Worth, Texas, is seeking a Wealth Management Advisor to support affluent families with personalized financial strategies. Key responsibilities include assisting in comprehensive wealth management, supporting business development, and maintaining expertise in financial planning. Candidates should have a Bachelor’s degree, at least 1 year of relevant experience, and a current CFP designation or eligibility to sit for the exam.

This role offers a unique opportunity to work collaboratively with a dedicated team.
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Position Requirements
10+ Years work experience
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