About this opportunity
Forvis Mazars, LLP lists this Senior Managing Advisor, Wealth Advisory opportunity in springfield, Missouri. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Senior Managing Advisor, Wealth Advisory
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 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 clients.
Create, implement, and monitor comprehensive financial planning strategies including: Retirement Planning
Investment Management
Education Planning
Estate & Legacy Planning
Survivor Assistance
Develop / maintain in‑depth expertise and knowledge of wealth management solutions and 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 assist 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.
CFP, CPA, CTFA or similar designation.
Preferred Qualifications
Financial Planning Degree
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.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee‑based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.
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Worksite address
springfield, MO, 65897, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.