Senior Wealth Strategy Architect
Forvis Mazars US
A leading wealth advisory firm in Kansas City is seeking a Wealth Management professional to serve high-net-worth clients. Responsibilities include developing comprehensive wealth management strategies, managing multiple client projects, and engaging in business development. The ideal candidate has at least 7 years of relevant experience and holds a Certified Financial Planner® (CFP), CPA, or CTFA designation. This role requires strong financial planning skills and the ability to cultivate client relationships. #J-18808-Ljbffr Forvis Mazars US
Vacancy posted 1 day ago
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