Director, Wealth Advisory

Forvis Mazars, LLP
life insurance, parental leave, flex time, 401(k)
United States, New York, New York
Jul 13, 2025
General information Name Director, Wealth Advisory Posting Title Director, Wealth Advisory Ref # 2234769 Date Published Friday, March 21, 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, LLC is an SEC-registered, wholly owned subsidiary of Forvis Mazars, LLP, offering wealth management services for affluent families and institutions. We provide the following services: financial planning, retirement planning, education funding, life insurance analysis, investment management, charitable gift strategies, estate planning, trust administration and family office services. How you will contribute: Lead and 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 Coordinate & work on multiple, concurrent client projects Actively participate in business development activities to identify, pursue & acquire new clients Develop contacts with others in the business, professional or civic community We are looking for people who have Forward Vision and: High emotional intelligence and a strong desire to provide outstanding client service Ability to communicate both up and downstream and exercise judgment in assessing client interactions Capacity to oversee and prioritize multiple projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon timelines Strong communication techniques, both written and verbal Minimum Qualifications: Bachelor's degree is required; Financial planning degree preferred 10 years or more of experience serving as the lead wealth management advisor to high-net-worth families One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JD #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) $ 181,400 NY Maximum Salary (USD) $ 290,000