Senior Managing Advisor, Wealth Advisory - 2236488

Description & Requirements Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth and ultra-high-net worth individuals, families, and institutions. Taking a holistic approach, we align near-term needs with long-term goals to create clarity and confidence. Our integrated 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 and ultra-high-net worth clients Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies including: Retirement Planning Investment Management Education Planning Estate & Legacy Planning Trust Administration Survivor Assistance Develop/maintain in-depth expertise and global knowledge of wealth management 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 acquire new clients. Minimum Qualifications Bachelor's Degree 7+ years of relevant experience in financial planning, including serving as a lead advisor to high-net-worth families Current and active Certified Financial Planner® (CFP), CPA or CTFA designation required. Preferred Qualifications: Financial Planning Degree Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications. #J-18808-Ljbffr Forvis Mazars, LLP