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Senior Wealth Advisor - HNW Planning & Strategy

Job in Springfield, Greene County, Missouri, 65897, USA
Listing for: Forvis Mazars, LLP
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A renowned financial advisory firm based in Springfield, Missouri is seeking a Senior Managing Advisor in Wealth Advisory. The role involves serving high-net-worth clients by creating tailored financial strategies, managing various client projects, and engaging in business development. Ideal candidates will have over 7 years of experience, relevant certifications like CFP or CPA, and a strong commitment to personalized client service.

Competitive compensation offered.
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Position Requirements
10+ Years work experience
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