Senior Advisor, Wealth Advisory

Senior Advisor, Wealth Advisory

Forvis Mazars Wealth Advisors delivers personalized financial strategies for 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.

• Supporting a Wealth Management team of advisors serving affluent families
• Assisting families in creating comprehensive wealth management strategies including:
  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Education Planning
  • Estate & Legacy Planning
  • Survivor Assistance
• Develop/maintain in-depth expertise and global knowledge of wealth management services.
• Actively support business development activities to identify, pursue & acquire new clients.

• Bachelor's Degree
• 2+ years of relevant professional experience, including experience in financial planning
• Current and valid Certified Financial Planner (CFP) designation or eligible to sit for the exam

• Financial Planning Degree

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. 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 any unsolicited referrals, resumes or CVs 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 recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.