Managing Advisor, Wealth Advisors jobs in United States
cer-icon
Apply on Employer Site
company-logo

Forvis Mazars US ยท 1 day ago

Managing Advisor, Wealth Advisors

positionIndianapolis, IN
timeFull-time
remoteOnsite
senioritySenior Level
date5+ years exp

Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and institutions. The role involves serving on a team of Wealth Management professionals, assisting clients with comprehensive wealth management strategies, and engaging in business development to acquire new clients.

AccountingConsultingFinancial Services
check
H1B Sponsor Likelynote

Responsibilities

Serve on a team of Wealth Management professionals serving high-net-worth clients
Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies including:
Financial Planning
Retirement Planning
Investment Management
Education Planning
Estate & Legacy Planning Trust Administration
Survivor Assistance
Develop/maintain in-depth expertise and global knowledge of wealth management services
Manage and prioritize multiple, concurrent client projects, ensuring timely delivery and budget adherence while maintaining clear, strategic communication across all levels
Engage in business development by cultivating professional relationships and identifying opportunities to acquire new clients

Qualification

Certified Financial Planner (CFP)Financial PlanningInvestment ManagementRetirement PlanningClient Relationship Management

Required

Bachelor's Degree
5+ years of relevant experience in financial planning, including serving as a lead advisor to high-net-worth families
Current and active Certified Financial Planner (CFP) designation

Preferred

Financial Planning Degree

Company

Forvis Mazars US

twittertwittertwitter
company-logo
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network.
dateFounded in 2022
location
Charlotte, North Carolina, USA
people-size5001-10000 employees
web-link
https://www.forvis.com

H1B Sponsorship

Forvis Mazars US has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (11)
2023 (15)
2022 (2)

Funding

Current Stage
Late Stage

Leadership Team

T
Tom Watson
Chief Executive Officer
linkedin
G
Gregory Shoemaker
Chief Technology Officer
linkedin
Company data provided by crunchbase