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Forvis Mazars US

Wealth Advisory Senior Associate - Holistic Financial Planning

lincoln, NE

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About this opportunity

Forvis Mazars US lists this Wealth Advisory Senior Associate - Holistic Financial Planning opportunity in lincoln, Nebraska. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Forvis Mazars LLP is seeking a Wealth Advisory support professional in Lincoln, Nebraska. You will assist a wealth management team serving affluent families with comprehensive planning across financial, retirement, investment, education, and estate needs.

The role emphasizes building expertise in wealth management, supporting client development, and delivering tailored plans aligned with client values and goals.

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Worksite address

lincoln, NE, 68511, US

Who can apply

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