Director, Wealth Advisory - 2236880

Forvis Mazars, LLP; Indianapolis (IN); On-site; USD 90,000 - 120,000; Full time

Job summary

Forvis Mazars, LLP is seeking an experienced Wealth Management professional in Indianapolis, Indiana. The role involves leading a team to assist high-net-worth clients with comprehensive wealth management strategies, including financial and retirement planning.

Candidates should have at least 10 years of relevant experience and a degree, preferably in financial planning. Key responsibilities include business development, client advisory roles, and project management.

Qualifications

• 10+ years of experience as a lead wealth management advisor to high-net-worth families.
• Must hold one of the following: CFP, CPA, CTFA, or JD.

Responsibilities

• Lead a team of wealth management professionals for high-net-worth clients.
• Assist clients with comprehensive wealth management strategies.
• Coordinate multiple client projects and business development activities.

Skills

Wealth management expertise

Client service orientation

Project management

Financial planning

Communication skills

Education

Bachelor's degree

Financial planning degree

Job description

Description & Requirements

What You Will Do

• Lead and serve on a team of Wealth Management professionals serving high-net-worth clients
• Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies including:
  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Education Planning
  • Estate & Legacy Planning Trust Administration
  • Survivor Assistance
• Develop/maintain in-depth expertise and global knowledge of wealth management services
• Coordinate & work on multiple, concurrent client projects
• Actively participate in business development activities to identify, pursue & acquire new clients
• Develop contacts with others in the business, professional or civic community

Minimum Qualifications

• Bachelor's degree is required; Financial planning degree preferred
• 10 years or more of experience serving as the lead wealth management advisor to high-net-worth families
• One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JD

Preferred Qualifications

• High emotional intelligence and a strong desire to provide outstanding client service
• Ability to communicate both up and downstream and exercise judgment in assessing client interactions
• Capacity to oversee and prioritize multiple projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon timelines
• Strong written and verbal communication techniques

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.