New

Advisor | Retirement Plan Consulting | Wealth Management

Forvis Mazars, LLP
parental leave, flex time, 401(k), retirement plan
United States, Texas, Dallas
Feb 20, 2025
General information Name Consulting - Retirement Plan Consulting - Advisor - Wealth Management Posting Title Advisor \| Retirement Plan Consulting \| Wealth Management Ref # 2234559 Date Published Thursday, February 13, 2025 City Charlotte State North Carolina Country United States Job Category Wealth Advisory Office Retirement Plan Consulting (Forvis) Advertised Location US-IL-Chicago, US-NC-Charlotte, US-NC-Charlotte, US-TX-Dallas Working time Full Time Description & Requirements 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 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 Planning designation, a plus, but not required initially #LI-OAK, #LI-CLTSP, #LI-CLTU, #LI-DFW #LI-AF1 Illinois Wage Transparency Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/. Forvis Mazars reserves the right to make changes to the salary range based on business needs. IL Minimum Salary (USD) $ 80000 IL Maximum Salary (USD) $ 140000