FORVIS

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