Associate Advisor Wealth Advisory Summer 2026 | Texas

Company Profile:

Requisition Number: 2236483

Position Title:

External Description: Description & Requirements

FORVIS Mazars is seeking to add a Wealth Management professional to serve as an Associate Advisor who assists senior wealth management advisors in working with high-net-worth families in our FORVIS Private Client practice.

How you will contribute:
* 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

We are looking for people who have Forward Vision and:
* An individual who is a self-starter
* Passionate about serving clients
* Familiarity with the financial planning process
* Ability to effectively communicate with clients and simplify the complex
* The ability to work in a team environment
* Ability to travel as needed
* Ability to coordinate & work on multiple, concurrent client projects & complete assignments with minimal supervision

Minimum Qualifications:
* Bachelor's degree is required: Financial planning degree preferred
* Completed coursework in order to be eligible to sit for the CFP exam

Preferred Qualifications:
* Certified Financial Planner (CFP) designation
* Applicants for positions with Forvis Mazars must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.

City: Dallas

State: Texas

Community / Marketing Title: Associate Advisor Wealth Advisory Summer 2026 | Texas

Location_formattedLocationLong: Dallas, Texas US

CountryEEOText_Description:

With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, 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 Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP 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 Mazars, LLP 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 Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.