Managing Advisor - Wealth Management

Forvis Mazars, LLP
life insurance
United States, Illinois, Chicago
130 East Randolph Street (Show on map)
Nov 23, 2024
General information Name Consulting - Wealth Advisory - Managing Advisor Posting Title Managing Advisor - Wealth Management Ref # 2233771 Date Published Wednesday, September 25, 2024 City Oakbrook Terrace State Illinois Country United States Job Category Wealth Advisory Office Wealth Advisory (Forvis) Advertised Location US-IL-Chicago, US-IL-Chicago Working time Full Time Description & Requirements Forvis Mazars Wealth Advisors, LLC is an SEC-registered, wholly owned subsidiary of Forvis Mazars, LLP, offering wealth management services for affluent families and institutions. We provide the following services: financial planning, benefit plan consulting, tax strategies, retirement planning, education funding, estate planning, life insurance, investment management, and charitable gift strategies. How you will contribute: Serve on a team of Wealth Management professionals serving high-net-worth clients Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies including: Financial Planning 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 Coordinate & work on multiple, concurrent client projects Actively participate in business development activities to identify, pursue & acquire new clients Develop contacts with others in the business, professional or civic community We are looking for people who have Forward Vision and: High emotional intelligence and a strong desire to provide outstanding client service Ability to communicate both up and downstream and exercise judgment in assessing client interactions Capacity to oversee and prioritize multiple projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon timelines Strong communication techniques, both written and verbal Minimum Qualifications: Bachelor's degree is required; Financial planning degree preferred 5 years or more of experience serving as the lead wealth management advisor to high-net-worth families One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JD #LI-OAK, #LI-CHI #LI-AF1