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Senior Advisor, Wealth Advisory

Forvis Mazars, LLP
United States, Texas, Houston
2700 Post Oak Boulevard (Show on map)
Feb 13, 2026
General information Name Senior Advisor, Wealth Advisory Posting Title Senior Advisor, Wealth Advisory Ref # 2236408 Date Published Wednesday, February 11, 2026 City Fort Worth State Texas Country United States Job Category Wealth Advisory Advertised Location US-TX-Dallas, US-TX-Fort Worth, US-TX-Houston Working time Full Time Description & Requirements Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and institutions. Taking a holistic approach, we align near-term needs with long-term goals to create clarity and confidence. Our integrated professionals simplify financial complexities, crafting tailored plans and adaptive investment strategies rooted in each client's values and vision for the future. What You Will Do: Supporting a Wealth Management team of advisors serving affluent families Assisting families in creating comprehensive wealth management strategies including: Financial Planning Retirement Planning Investment Management Education Planning Estate & Legacy Planning Survivor Assistance Develop/maintain in-depth expertise and global knowledge of wealth management services. Actively support business development activities to identify, pursue & acquire new clients. Minimum Qualifications: Bachelor's Degree 2+ years of relevant professional experience, including experience in financial planning Current and valid Certified Financial Planner (CFP) designation or eligible to sit for the exam Preferred Qualifications: Financial Planning Degree #LI-DFW, #LI-FTW, #LI-HOU #LI-AF1