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Job description
Description & Requirements
Forvis Mazars Wealth Advisors delivers personalized financial strategies for 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:
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
Develop/maintain in-depth expertise and global knowledge of wealth management services.
Actively support business development activities to identify, pursue & acquire new clients.
Minimum Qualifications
Bachelor’s Degree
2+ years of relevant professional experience, including experience in financial planning
Current and valid Certified Financial Planner (CFP) designation or eligible to sit for the exam
Preferred Qualifications
Financial Planning Degree
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. To explore what makes working at Forvis Mazars special, visit
Legal Notice
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.
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Worksite address
springfield, MO, 65897, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.