Senior Advisor, Wealth Advisory

General information

Name Senior Advisor, Wealth Advisory Posting Title Senior Advisor, Wealth Advisory Ref # 2234826 Date Published Thursday, April 3, 2025 City Charlotte State North Carolina Country United States Job Category Wealth Advisory Office Wealth Advisory (Forvis) Advertised Location US-NC-Charlotte, US-NC-Greensboro Working time Full Time

Description & Requirements

Forvis Mazars is seeking to add a Wealth Management professional to serve as an Associate Advisor who assists senior wealth management advisors in working with high-net-worth families in our Forvis Mazars Private Client practice.
How you will contribute:

• 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

We are looking for people who have Forward Vision and:

• An individual who is a self-starter
• Passionate about serving clients
• Familiarity with the financial planning process
• Ability to effectively communicate with clients and simplify the complex
• The ability to work in a team environment
• Ability to travel as needed
• Ability to coordinate & work on multiple, concurrent client projects & complete assignments with minimal supervision

Minimum Qualifications:

• Bachelor's degree is re