Consultant Wealth Advisory Summer 2026

Requisition Number2235538Description & Requirements

Forvis Mazars Wealth Advisors, LLC, a nationally recognized Registered Investment Advisor, and wholly owned subsidiary of Forvis Mazars is seeking to add a Wealth Management professional to serve as an Associate Advisor who will assist senior wealth management advisors in working with high-net worth families in our Forvis Mazars 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

• Developing/maintaining in-depth expertise and global knowledge of wealth management services
  
• Coordinating and working on multiple, concurrent client projects & complete assignments with minimal supervision
  
• Actively supporting business development activities to identify, pursue & acquire new clients
  
• Delivering Forvis Mazars' commitment to unmatched client experience through timely and responsive communication with internal and external clients.
  

We are looking for people who have Forward Vision and:

• Ability to effectively communicate with clients and simplify the complex
  
• Passionate about serving client
  
• An individual who is a self-starter
  
• Effective time management
  
• Strong oral and written communication skills
  
• Ability to work well with a team as well as independently
  
• Problem-solving attitude
  
• Close attention to detail
  
• Ability to work under pressure and against deadlines
  

Minimum Qualifications:

• Bachelor's degree is required: Financial planning degree preferred
  
• Recent college graduate with up to 3 years of related experience
  
• Familiarity with the financial planning process is desired
  
• Some travel required
  

Preferred Qualifications:

• Maintaining a GPA of 3.0 or higher (in major and overall) CERTIFIED FINANCIAL PLANNER designation, a plus, but not required initially
  

Applicants for positions with Forvis Mazars must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.

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With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.