What are the responsibilities and job description for the Advisor | Wealth Management position at FORVIS?
Description & Requirements
Forvis Mazars US 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 US 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 :
Minimum Qualifications :
Preferred Qualifications :
LI-KCMO, #LI-STL
LI-AF1
