Advisor | Retirement Plan Consulting

Forvis Mazars is seeking to add a Wealth Management professional to serve as an Associate Advisor who assists senior wealth management advisors in working with corporate retirement plans in our Forvis Mazars Private Client practice.

How you will contribute:

• Supporting a Wealth Management team of advisors serving corporate retirement plans
• Providing employee education and investment consulting services to corporate retirement plans
• Develop/maintain in-depth expertise and global knowledge of wealth management services
• Actively support business development activities to identify, pursue & acquire new clients

• 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

• Bachelor's degree is required: Financial planning degree preferred
• Recent college graduate
• Certified Financial Planning designation, a plus, but not required initially