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Senior Wealth Advisor: ‑Net‑Worth Strategy Lead
Job in
Springfield, Greene County, Missouri, 65897, USA
Listed on 2026-06-26
Listing for:
Forvis Mazars US
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
A financial advisory firm in Springfield, Missouri is seeking an experienced Financial Planner for Wealth Management. The role involves serving high-net-worth clients by developing and implementing comprehensive financial strategies, managing multiple projects while ensuring clear communication. Candidates should have over 7 years of relevant experience, with preferences for CFP or similar designations. This position offers an opportunity to engage in business development and provide tailored financial solutions.
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Position Requirements
10+ Years
work experience
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