Associate Advisor Wealth Advisory Summer 2025 | Chicago
Chicago, Illinois
Employer: FORVIS
Industry:
Salary: Competitive
Job type: Full-Time
Description & 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:
Los Angeles County and City Fair Chance Ordinance\
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.
- 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
- Bachelor's degree is required: Financial planning degree preferred
- Graduating in 2025
- CERTIFIED FINANCIAL PLANNER designation, a plus, but not required initially
- Familiarity with the financial planning process is desired
- Some travel required
Los Angeles County and City Fair Chance Ordinance\
Created: 2024-09-05
Reference: 2233635
Country: United States
State: Illinois
City: Chicago
ZIP: 60018
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