UHNW Wealth Strategy Director

Forvis Mazars US is seeking a Wealth Strategist in Charlotte, NC. This role focuses on delivering integrated solutions for ultra-high-net-worth individuals and families, involving advanced estate and family planning. Responsibilities include developing complex tax and estate plans, advising on governance, and maintaining client relationships. Minimum qualifications include a Bachelor’s degree and 9+ years of client-facing experience. Ideal candidates will also hold certifications such as CPA or JD. Competitive salary range of $157,200 - $326,600 annually based on experience.
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