Associate Wealth Advisory Winter 2027 | Multiple Locations - 2236952

Associate Advisor

Forvis Mazars Wealth Advisors, LLC, a nationally recognized Registered Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth Management professional to serve as an Associate Advisor who will assist 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
• Developing/maintaining in-depth expertise and global knowledge of wealth management services
• Coordinating and working on multiple, concurrent client projects & complete assignments with minimal supervision
• Actively supporting business development activities to identify, pursue & acquire new clients
• Delivering Forvis Mazars' commitment to unmatched client experience through timely and responsive communication with internal and external clients.

We are looking for people who have Forward Vision and:

• Ability to effectively communicate with clients and simplify the complex
• Passionate about serving client
• An individual who is a self-starter
• Effective time management
• Strong oral and written communication skills
• Ability to work well with a team as well as independently
• Problem-solving attitude
• Close attention to detail
• Ability to work under pressure and against deadlines

Minimum Qualifications:

• Bachelor's degree is required: Financial planning degree preferred
• Maintenance of a minimum cumulative GPA of 3.0
• All accounting (or job-relevant) coursework must be completed with a grade of C or above
• Recent college graduate with up to 3 years of related experience
• Familiarity with the financial planning process is desired
• Some travel required

Preferred Qualifications:

• CERTIFIED FINANCIAL PLANNER designation, a plus, but not required initially

Applicants for positions with Forvis Mazars must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.

About Forvis Mazars, LLP Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally. With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service.