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Senior Advisor, Wealth Advisory

Forvis Mazars, LLP
United States, North Carolina, Greensboro
May 29, 2025
General information Name Senior Advisor, Wealth Advisory Posting Title Senior Advisor, Wealth Advisory Ref # 2234826 Date Published Thursday, April 3, 2025 City Charlotte State North Carolina Country United States Job Category Wealth Advisory Office Wealth Advisory (Forvis) Advertised Location US-NC-Charlotte, US-NC-Greensboro Working time Full Time Description & Requirements Forvis Mazars is seeking to add a Wealth Management professional to serve as an Associate Advisor who assists senior wealth management advisors in working with high-net-worth families in our Forvis Mazars Private Client practice. How you will contribute: 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 Develop/maintain in-depth expertise and global knowledge of wealth management services Actively support business development activities to identify, pursue & acquire new clients We are looking for people who have Forward Vision and: An individual who is a self-starter Passionate about serving clients Familiarity with the financial planning process Ability to effectively communicate with clients and simplify the complex The ability to work in a team environment Ability to travel as needed Ability to coordinate & work on multiple, concurrent client projects & complete assignments with minimal supervision Minimum Qualifications: Bachelor's degree is required: Financial Planning degree preferred 2 years or more of relevant experience Completed coursework in order to be eligible to sit for the CFP exam Preferred Qualifications: Certified Financial Planner (CFP) designation #LI-CLTSP, #LI-AF1