Managing Advisor | Wealth Management
Description & Requirements
FORVIS Wealth Advisors, LLC, a registered investment advisory firm and a wholly owned subsidiary of FORVIS, is seeking to add an experienced wealth management professional to its FORVIS Private Client team in our Oklahoma City / Tulsa, OK, practice.
We focus on simplifying the complex financial lives of high-net-worth individuals and families with the goal of consistently delivering peace of mind to the clients we serve.
How you will contribute :
- Lead 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 and 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
- 5 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-OKC, #LI-TULSA
LI-AF1
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