Director, Wealth Advisory

Description & Requirements

Forvis Mazars Wealth Advisors, LLC is an SEC‑registered, wholly owned subsidiary of Forvis Mazars, LLP, offering wealth management services for affluent families and institutions. We provide the following services: financial planning, retirement planning, education funding, life insurance analysis, investment management, charitable gift strategies, estate planning, trust administration and family office services.

• Lead and serve on a team of Wealth Management professionals serving high-net-worth clients
• Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies including:
  • Financial Planning
  • 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
• Coordinate & work on multiple, concurrent client projects
• Actively participate in business development activities to identify, pursue & acquire new clients
• Develop contacts with others in the business, professional or civic community

• Bachelor's degree is required;
  Financial planning degree preferred
• 10 years or more of experience serving as the lead wealth management advisor to high-net-worth families
• One of the following designations is required:
  Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JD

• High emotional intelligence and a strong desire to provide outstanding client service
• Ability to communicate both up and downstream and exercise judgment in assessing client interactions
• Capacity to oversee and prioritize multiple projects, including monitoring project time budgets and consistently meeting or exceeding agreed‑upon timelines
• Strong written and verbal communication techniques