Advisor, Wealth Advisory

FORVIS • Dallas, Texas • Posted June 08, 2026
About the Role

 Company Profile: 
 Requisition Number: 2236408 
 Position Title: 
 External Description: 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 ...