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Senior Wealth Advisor: Holistic Planning Clients

Job in Springfield, Greene County, Missouri, 65897, USA
Listing for: Forvis Mazars, LLP
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Position: Senior Wealth Advisor: Holistic Planning for Clients

Forvis Mazars, LLP in Springfield, Missouri, is seeking a Senior Advisor for Wealth Advisory. The role involves supporting a Wealth Management team in serving affluent families, assisting them in creating comprehensive wealth management strategies, and actively engaging in business development to attract new clients.

The ideal candidate will possess a Bachelor's Degree, relevant professional experience, and a Certified Financial Planner designation. Forvis Mazars is committed to providing tailored financial solutions reflecting clients' values and visions.

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Position Requirements
10+ Years work experience
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