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Senior Managing Advisor, Wealth Advisors - Portfolio Management

Forvis Mazars, LLP
United States, Missouri, Kansas City
1201 Walnut St Ste 1700 (Show on map)
May 12, 2025
General information Name Consulting - Wealth Advisory - Portfolio Management, Senior Managing Advisor Posting Title Senior Managing Advisor, Wealth Advisors - Portfolio Management Ref # 2234764 Date Published Wednesday, March 19, 2025 City Kansas City State Missouri Country United States Job Category Wealth Advisory Office Wealth Advisory (Forvis) Advertised Location US-MO-Kansas City Working time Full Time Description & Requirements Forvis Mazars is seeking to add an experienced Wealth Management professional to serve as Portfolio Manager. How you will contribute: Join our Kansas City team and assume portfolio management responsibilities in an established private client practice. Acquire an understanding of portfolio management philosophy, systems, software, and tools. Partner with the local Advisor team to coordinate investment strategy with financial planning to deliver an Unmatched Client Experience. Participate in business development opportunities to grow assets under management. Prepare and execute rebalancing recommendations. Perform prospect portfolio analysis and create portfolio reviews. Develop transition plans for new clients with existing portfolios. Prepare client specific research, analysis, and reports as needed. Complete required annual compliance reviews for all assigned accounts. We are looking for people with Forward Vision and: Acquire an understanding of the resources and tools used in investment research and strategy decision-making processes. Support the Forvis Mazars Investment Committee through sub-committee membership. Participate in analyzing market and economic factors, potential changes to portfolio strategy, and specific investment opportunities. Minimum Qualifications: 10 years of industry experience Bachelor's degree required CFA Charterholder #LI-KCMO #LI-AF1