General information

High Net Worth Wealth Advisor
Ref #
Date Published
Tuesday, May 31, 2022
United States
Job Category
Wealth Advisory
Wealth Advisors
BKD WA Central
Advertised Location
Working time
Full Time

Description & Requirements

FORVIS is seeking to add an experienced Wealth Management professional to our FORVIS Private Client team. We focus on simplifying the complex financial lives of high-net-worth families. 


How you will contribute: 

  • Serving as the lead wealth advisor for a team providing an integrated suite of services to high-net-worth families. 
  • Working with a team of FORVIS Private Client professionals to assist families in creating a comprehensive wealth management strategy that focuses on: 
    • Family Governance & Administration 
    • Wealth Transfer Planning 
    • Investment Management 
    • Risk Management 
    • Philanthropic Strategies 
    • Technology 
    • Accounting & Tax Service 
  • Working with multiple generations within a family 
  • Developing/maintaining in-depth expertise and global knowledge of wealth management services 
  • Coordinating & working on multiple, concurrent client projects & completing assignments with minimal supervision 
  • Actively participating in business development activities to identify, pursue & acquire new clients 
  • Developing contacts with others in the business, professional or civic community 


We are looking for people with Forward Vision and: 

  • High emotional intelligence and a strong desire/empathy to serve high-net-worth families 
  • Ambition to be successful and is self-motivated 
  • A communications style that allows the ability to simplify the complex 
  • The ability to coordinate and work on multiple, concurrent projects with minimal supervision 


Minimum Qualifications: 

  • Bachelor's degree required 
  • 5 years or more of relevant experience providing wealth management 
  • Minimum of one of the following designations: JD, CFP, CPA/CFS, or CTFA