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Managing Advisor Wealth Management

Full-time 3 views

In-House

Tulsa, OK, United States

Managing Advisor Wealth Management

Attorney

Forvis, LLP

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Min 5 yrs required

Full-time

No

Competitive total rewards, professional development, rewarding career opportunities

Leadership, Team Management, Client Service, Communication, Project Management, Business Development, Professional Networking, Financial Planning, Investment Management, Trust Administration

Bachelor's degree required, Financial planning degree preferred

Interested candidates can apply through the company's website or by sending their resume and cover letter to the contact person listed below.

Qualification and Experience Bachelor's degree, Financial Planning degree preferred, 5+ years of experience as a lead wealth management advisor to high-net-worth families, Certified Financial Planner (CFP), Certified Public Accountant (CPA), Certified Trust and Fiduciary Advisor (CTFA), Juris Doctor (JD)

Legal

Aug 01, 2024
Apr 18, 2024
Jan 15, 2024

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Job Feedback

In-House

Attorney

USD
100000 to 200000
Annually

Min 5 yrs required

Full-time

Legal

Apr 18, 2024

Aug 01, 2024

Apr 18, 2024

Profile



Qualification and Experience

Bachelor's degree, Financial Planning degree preferred, 5+ years of experience as a lead wealth management advisor to high-net-worth families, Certified Financial Planner (CFP), Certified Public Accountant (CPA), Certified Trust and Fiduciary Advisor (CTFA), Juris Doctor (JD)

Min Salary/Max Salary
USD 100000 to 200000 Annually

Additional info

Interested candidates can apply through the company's website or by sending their resume and cover letter to the contact person listed below.

Company info
Apply for this Attorney job

Upload Resume:

Apply Later

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