Senior Advisor
Location: Richmond, VA, USA
Notice
Company Profile:
At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.
Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.
About FORVIS
FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com
Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.
It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.
Requisition Number: 2022-9491
Position Title:
External Description:
Responsibilities
FORVIS is seeking an experienced Wealth Management professional with strong client service and wealth management skills to serve as a Senior Advisor to affluent families.
How you will contribute:
- Serving as the lead wealth management advisor for a team helping affluent families identify and prioritize their goals & dreams.
- Overseeing the design and ongoing implementation of a comprehensive wealth management plan for clients.
- Maintaining/Developing in-depth expertise and global knowledge of wealth management services including financial planning, and investment management concepts
- Coordinating & working on multiple, concurrent client projects & complete assignments with minimum supervision
- Having a thorough understanding of technical requirements & firm policy related to wealth management client services and proposing practical, supportable client solutions
- Actively leading and participating in business development activities to identify, pursue & acquire new clients
- Developing contacts with others in the business, professional or civic community
We are looking for people who have Forward Vision and:
- High emotional intelligence
- A strong client focus and strong desire/empathy to serve affluent families
- Ability to communicate effectively both verbally and in writing
- Ability to be a self-starter
- Ability to coordinate and work on multiple, concurrent projects
- Ability to work independently to complete assignments with minimal supervision
#LI-CW1
Qualifications
Minimum Qualifications:
- 7 years or more of experience
- Bachelor's Degreein finance, accounting, business administration or other related field
- Must possessat least oneof the followingdesignations: JD, CFP, CPA/PFS, or CTFA
- Experience helping to grow a wealth management practice
- Experience delivering comprehensive wealth management services to affluent families
- Series 65 license
Preferred Qualifications:
- Experience overseeing associate advisors
#LI-CW1
City: Richmond
State: Virginia
Community / Marketing Title: Senior Advisor
Location_formattedLocationLong: Richmond, Virginia US
CountryEEOText_Description:
At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.
Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our FORVIS team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.
About FORVIS
FORVIS is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences™. Ranked among the top 10 public accounting firms in the country, FORVIS has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit forvis.com for additional information.
FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
- FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
- FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
- Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.