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Senior Managing Advisor, Wealth Advisory
Job in
Springfield, Greene County, Missouri, 65897, USA
Listed on 2026-01-15
Listing for:
Forvis Mazars, LLP
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
Senior Managing Advisor, Wealth Advisory
Springfield, Missouri, United States
Forvis Mazars Wealth Advisors delivers personalized financial PROFESSIONALS simplify financial complexities, crafting tailored plans and adaptive investment strategies rooted in each client’s values and vision for the future.
What You Will Do:- 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.
- 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.
- Financial Planning Degree
Position Requirements
10+ Years
work experience
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