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Senior Wealth Advisor UHNW Families & Estates
Job in
Kansas City, Jackson County, Missouri, 64101, USA
Listed on 2026-03-07
Listing for:
Forvis Mazars, LLP
Full Time
position Listed on 2026-03-07
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm in Kansas City is seeking a Senior Managing Advisor for Wealth Advisory. This role involves leading a team to provide tailored financial strategies for high-net-worth clients. The ideal candidate will have over 7 years of experience and active CFP, CPA, or CTFA designation. Responsibilities include client project management, business development, and delivering comprehensive wealth management solutions.
This position offers excellent opportunities for professional growth and impact in clients' financial journeys.
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Position Requirements
10+ Years
work experience
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