FORVIS

Operations Associate – Wealth Advisory

FORVIS  •  Springfield, MO (Onsite)  •  5 hours ago
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Job Description


General information


Name

Operations Associate – Wealth Advisory

Posting Title

Operations Associate – Wealth Advisory

Ref #

2236832

Date Published

Friday, May 29, 2026

City

Springfield

State

Missouri

Country

United States

Job Category

Wealth Advisory

Advertised Location

US-MO-Springfield

Working time

Full Time


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:

The Operations Associate is responsible for conducting routine data entry and self-review, assisting in client onboarding and new account setup, and supporting senior staff with various tasks. This role requires attention to detail, strong time management, and organizational skills.
  • Assist in all areas of back-office operations including client acceptance, onboarding, new account setup, and client maintenance
  • Assists with weekly and monthly reporting/tracking
  • Responsible for data integrity in Portfolio Management System, CRM, and Document Repository
  • Follows firm policies and procedures, emphasizing their importance in maintaining consistency and compliance
  • Serves as the last line of defense, actively aware of risks in procedures, adheres to firm policies and best practices, and escalates questions to the Operations Lead or Manager
  • May assist with training new team members on routine tasks and standard operating procedures
  • Assists with various additional operations responsibilities as needed

Minimum Qualifications: 
  • Bachelor's degree in a related field

Preferred Qualifications: 
  • 1+ years of relevant experience in financial services, wealth management, or financial planning


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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, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
With a legacy spanning more than 100 years, we’re building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers

Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. 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 any unsolicited referrals, resumes or CVs 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 recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for  Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.
FORVIS

About FORVIS

FORVIS, LLP ranks among the nation's top 10 public accounting firms. FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences.

FORVIS was formed in 2022 through the combination of two firms with more than 150 years combined experience, both committed to providing high-quality personal service. FORVIS brings a distinct legacy of what it means to provide professional services that go above and beyond.

With more than 5,500 dedicated professionals who serve clients in all 50 states, as well as across the globe, FORVIS offers comprehensive assurance, tax, consulting, and wealth management services. Visit FORVIS.com for additional information.

FORVIS is a trademark of FORVIS, LLP, registered with the U.S. Patent and Trademark Office.

Industry
Accounting & Tax
Company Size
1,001-5,000 employees
Headquarters
US
Year Founded
Unknown
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