Associate Wealth Advisory Winter

Description & Requirements

Forvis Mazars Wealth Advisors, LLC, a nationally recognized Registered Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth Management professional to serve as an Associate Advisor who will assist senior wealth management advisors in working with high-net-worth families in our Forvis Mazars Private Client practice.

• 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
• Developing/maintaining in-depth expertise and global knowledge of wealth management services
• Coordinating and working on multiple, concurrent client projects & complete assignments with minimal supervision
• Actively supporting business development activities to identify, pursue & acquire new clients
• Delivering Forvis Mazars' commitment to unmatched client experience through timely and responsive communication with internal and external clients.

• Ability to effectively communicate with clients and simplify the complex
• Passionate about serving client
• An individual who is a self-starter
• Effective time management
  
  Strong oral and written communication skills
• Ability to work well with a team as well as independently
• Problem-solving attitude
• Close attention to detail
• Ability to work under pressure and against deadlines

• Bachelor's degree is required:
  Financial planning degree preferred
  • Maintenance of a minimum cumulative GPA of 3.0
  • All accounting (or job-relevant) coursework must be completed with a grade of C or above
• Recent college graduate with up to 3 years of related experience
• Familiarity with the financial planning process is desired
• Some travel required

• CERTIFIED FINANCIAL PLANNER designation, a plus, but not required initially

Applicants for positions with Forvis Mazars must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit (Use the "Apply for this Job" box below)..

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.