Unknown Company

Senior Wealth Strategy Advisor

springfield, mo • Posted 4 days ago
Onsite Full Time Finance

Forvis Mazars, LLP seeks a passionate financial professional to support its Wealth Management team in Springfield, Missouri. You will assist affluent families in developing comprehensive wealth management strategies, encompassing investment management and estate planning.

The ideal candidate has a Bachelor’s Degree, at least 2 years of relevant experience, and a CFP designation. Join us to thrive in a flexible work environment, committed to empowering our team while delivering exceptional service.

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