What are the responsibilities and job description for the Associate Advisor - Wealth Advisory position at Forvis Mazars US?
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
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
- 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
- Bachelor's degree is required: Financial Planning degree preferred
- Completed coursework in order to be eligible to sit for the CFP exam
- 0-3 years of experience
- Certified Financial Planner (CFP) designation
