Advisor, Wealth Advisors Position Available In Mecklenburg, North Carolina

Advisor, Wealth Advisors

MULTIPLE LOCATIONS

CHARLOTTE, NC, USA •

GREENSBORO, NC, USA

Requisition Number2234826
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 required: Financial Planning degree preferred
Completed coursework in order to be eligible to sit for the CFP exam
0-3 years of experience

Preferred Qualifications:

Certified Financial Planner (CFP) designation #LI-CLTSP, #LI-AF1 With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide. We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value. About Forvis Mazars, LLP Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more. Forvis Mazars, LLP is an equal opportunity/affirmative action employer. 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 unsolicited referrals and/or resumes 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 agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.