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FM
Forvis Mazars
Senior Advisor II, Wealth Advisory
Career Insights for Financial Planner / Investment Consultant
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Based on Nebraska data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$100,809 / year median in Nebraska
+5% projected growth
Job Description
Senior Advisor II, Wealth Advisory Forvis Mazars - 3.1 Lincoln, NE Job Details Full-time 1 day ago Qualifications Bachelor's degree Full Job Description Forvis Mazars Wealth Advisors delivers personalized financial strategies for 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:
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.Minimum Qualifications :
Bachelor's Degree 2+ years of relevant professional experience, including experience in financial planning Current and valid Certified Financial Planner (CFP) designation or eligible to sit for the examPreferred Qualifications:
Financial Planning DegreeBenefits
- Dental Insurance