Advisor | Wealth Management

General information Name Consulting - Wealth Management - Advisor Posting Title Advisor | Wealth Management Ref # Date Published Monday, June 10, 2024 City Raleigh State North Carolina Country United States Job Category Wealth Advisory Office Wealth Advisory (Forvis) Advertised Location US-NC-Raleigh Working time Full Time 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-RAL #LI-AF1

Created: 2024-11-05