FORVIS
Advisor - Wealth Management
FORVIS, Greenville, South Carolina, us, 29610
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 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