General information

Associate Advisor Wealth Advisors 2022 | Springfield
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 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 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
  • Recent college graduate
  • CERTIFIED FINANCIAL PLANNER designation, a plus, but not required initially