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Senior Managing Advisor, Wealth Advisory @ Forvis Mazars

USOnsiteFull Time
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About this role

Senior Managing Advisor, Wealth Advisory at Forvis Mazars. Location: Springfield, Missouri, United States. Role: lead advisory, client engagement, wealth planning Requirements: Lead advisor with 7+ years in financial planning; CFP, CPA, CTFA, or similar designation; Bachelor's degree. Category: Finance and Accounting Seniority: Mid Level Certifications: certified financial planner (cfp), cpa, ctfa Commitment: Full Time Workplace: Onsite Languages: English

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