Advisor - Wealth Management Job at FORVIS, Greenville, SC

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  • FORVIS
  • Greenville, SC

Job Description

Description & Requirements


Forvis Mazars US 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 US 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
Preferred Qualifications :
  • Certified Financial Planner (CFP) designation

#LI-GVSC


#LI-AF1 FORVIS

Job Tags

Private practice,

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