Senior Managing Advisor, Wealth Advisory jobs in United States
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Forvis Mazars US ยท 6 days ago

Senior Managing Advisor, Wealth Advisory

positionSpringfield, MO
timeFull-time
remoteOnsite
senioritySenior Level
date7+ years exp

Forvis Mazars US is a company that delivers personalized financial strategies for high-net-worth individuals, families, and institutions. They are seeking a Senior Managing Advisor to serve on a team of Wealth Management professionals, creating and implementing comprehensive financial planning strategies for their clients.

AccountingConsultingFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Serve on a team of Wealth Management professionals serving high-net-worth clients
Create, implement, and monitor comprehensive financial planning strategies including: Retirement Planning, Investment Management, Education Planning, Estate & Legacy Planning, Survivor Assistance
Develop/maintain in-depth expertise and knowledge of wealth management solutions and services
Manage and prioritize multiple, concurrent client projects, ensuring timely delivery while maintaining clear, strategic communication across all levels
Engage in business development by cultivating professional relationships and identifying opportunities to assist new clients

Qualification

Financial PlanningWealth ManagementClient Relationship ManagementCertified Financial Planner (CFP)Investment ManagementCommunication SkillsProject Management

Required

Bachelor's Degree
7+ years of relevant experience in financial planning, including serving as a lead advisor to high-net-worth families
Certified Financial Planner (CFP), CPA, CTFA or similar designation

Preferred

Financial Planning Degree

Company

Forvis Mazars US

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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
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G
Gregory Shoemaker
Chief Technology Officer
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Company data provided by crunchbase