Senior Wealth Strategy Advisor
Job in
Springfield, Greene County, Missouri, 65897, USA
Listed on 2026-07-31
Listing for:
Forvis-Mazars
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Forvis Mazars Wealth Advisors is seeking a motivated professional to support a wealth management team serving affluent families. You will help craft comprehensive financial plans, retirement and education strategies, and estate planning insights for high-net-worth clients.
This role emphasizes collaboration and thoughtful client service. Qualifications include a bachelor’s degree, 2+ years in financial planning, and a current CFP designation or eligibility to sit for the exam.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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