Description & RequirementsFORVIS 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 Dallas Fort Worth, TX 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:
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
Introduction: My name is Errol Quitzon, I am a fair, cute, fancy, clean, attractive, sparkling, kind person who loves writing and wants to share my knowledge and understanding with you.
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