Senior Wealth Advisor High-Net-Worth Clients
Job in
Springfield, Greene County, Missouri, 65897, USA
Listed on 2026-01-15
Listing for:
Forvis Mazars US
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A renowned financial advisory firm in Springfield, Missouri, seeks a Senior Managing Advisor for Wealth Advisory. This role involves serving high-net-worth clients with comprehensive financial strategies, executing retirement and investment management plans, and fostering client relationships. Ideal candidates will have over 7 years of financial planning experience and relevant certifications like CFP or CPA. Join a team dedicated to crafting adaptive investment solutions tailored to client values and visions.
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Position Requirements
10+ Years
work experience
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