Managing Advisor, Wealth Advisory

Forvis Mazars, LLP
parental leave, flex time, 401(k)
United States, New York, New York
Sep 03, 2025
General information Name Managing Advisor, Wealth Advisory Posting Title Managing Advisor, Wealth Advisory Ref # 2235674 Date Published Monday, August 25, 2025 City New York State New York Country United States Job Category Wealth Advisory Office Wealth Advisory (Forvis) Advertised Location US-NY-New York Working time Full Time Description & Requirements Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and institutions. Taking a holistic approach, we align near-term needs with long-term goals to create clarity and confidence. Our integrated professionals simplify financial complexities, crafting tailored plans and adaptive investment strategies rooted in each client's values and vision for the future. What you will do: Serve on a team of Wealth Management professionals serving high-net-worth clients Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies including: Financial Planning Retirement Planning Investment Management Education Planning Estate & Legacy Planning Trust Administration Survivor Assistance Develop/maintain in-depth expertise and global knowledge of wealth management services Manage and prioritize multiple, concurrent client projects, ensuring timely delivery and budget adherence while maintaining clear, strategic communication across all levels. Engage in business development by cultivating professional relationships and identifying opportunities to acquire new clients. Minimum Qualifications: Bachelor's Degree 5+ years of relevant experience in financial planning Current and active Certified Financial Planner (CFP), Certified Trust & Fiduciary Advisor (CTFA) or Certified Public Accountant (CPA) designation Preferred Qualifications: Financial Planning Degree #LI-NYC #LI-AF1 New York City Pay Transparency Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs. New York Salary Range: NY Minimum Salary (USD) $ 92,100 NY Maximum Salary (USD) $ 192,000