Senior Wealth Strategy Advisor
Job in
Springfield, Greene County, Missouri, 65897, USA
Listed on 2026-07-16
Listing for:
Forvis Mazars, LLP
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Forvis Mazars, LLP seeks a passionate financial professional to support its Wealth Management team in Springfield, Missouri. You will assist affluent families in developing comprehensive wealth management strategies, encompassing investment management and estate planning.
The ideal candidate has a Bachelor’s Degree, at least 2 years of relevant experience, and a CFP designation. Join us to thrive in a flexible work environment, committed to empowering our team while delivering exceptional service.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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