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UHNW Wealth Strategy Director

$157.2k - $326.6k

Forvis Mazars US

Forvis Mazars US, based in Houston, is seeking a Wealth Strategist to join their Private Client team. This role involves advising ultra-high-net-worth individuals and families on complex financial planning, including tax and estate considerations. Candidates should possess a Bachelor’s degree and relevant certifications such as CPA, along with a minimum of 9 years of client-facing experience. The position requires proficiency in Microsoft Office and offers competitive compensation, with salaries ranging from $157,200 to $326,600 dependent on experience. #J-18808-Ljbffr Forvis Mazars US

Vacancy posted 2 days ago
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