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Senior Managing Advisor, Wealth Advisory
ForvisKansas City, United Statesfull_timeVerifiedPosted 14 Jul 2026
About the role
General information
Name
Senior Managing Advisor, Wealth Advisory
Posting Title
Senior Managing Advisor, Wealth Advisory
Ref #
2236488
Date Published
Tuesday, March 3, 2026
City
Kansas City
State
Missouri
Country
United States
Job Category
Wealth Advisory
Advertised Location
US-MO-Kansas City
Working time
Full Time
Description & Requirements
Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth and ultra-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:
- Serve on a team of Wealth Management professionals serving high-net-worth and ultra-high-net worth clients
- Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies including:
- Retirement Planning
- Investment Management
- Education Planning
- Estate & Legacy Planning Trust Administration
- Survivor Assistance
- Develop/maintain in-depth expertise and global knowledge of wealth management 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
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