Associate Advisor Wealth Advisory Summer 2025 | Multiple Locations Position Available In Mecklenburg, North Carolina

Associate Advisor Wealth Advisory Summer 2025 | Multiple Locations

MULTIPLE LOCATIONS

CHARLOTTE, NC, USA •

GREENSBORO, NC, USA

Requisition Number2234854
Description & Requirements Forvis Mazars Wealth Advisors, LLC, a nationally recognized Registered Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth Management professional to serve as an Associate Advisor who will assist 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
Developing/maintaining in-depth expertise and global knowledge of wealth management services
Coordinating and working on multiple, concurrent client projects & complete assignments with minimal supervision
Actively supporting business development activities to identify, pursue & acquire new clients
Delivering Forvis Mazars’ commitment to unmatched client experience through timely and responsive communication with internal and external clients.
We are looking for people who have

Forward Vision and:

Ability to effectively communicate with clients and simplify the complex
Passionate about serving client
An individual who is a self-starter
Effective time management
Strong oral and written communication skills
Ability to work well with a team as well as independently
Problem-solving attitude
Close attention to detail
Ability to work under pressure and against deadlines

Minimum Qualifications:

Bachelor’s degree is required: Financial planning degree preferred
Graduating in 2025
CERTIFIED

FINANCIAL PLANNER

designation, a plus, but not required initially
Familiarity with the financial planning process is desired
Some travel required
Applicants for positions with Forvis Mazars must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position. 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.