Senior Private Wealth Strategy Lead

Forvis Mazars, LLP; Indianapolis (IN); Hybrid; USD 157,200 - 326,600; Full time

Benefits offered by this job

Flexible work environment

Total rewards program

Job summary

Forvis Mazars, LLP seeks a Wealth Strategist in Indianapolis, IN, to provide high-level advisory services for ultra-high net worth individuals and families, ensuring a holistic approach to financial management. This position requires extensive experience in tax and estate planning, proficiency in client engagement, and the ability to work collaboratively with a team. The ideal candidate will have at least 9 years of client-facing experience and relevant qualifications such as a CPA or equivalent. Travel is required for client meetings and other engagements.

Qualifications

• Minimum of 9+ years of professional client-facing experience.
• Knowledge of estate planning, tax planning, and related services.
• Ability to lead multi-advisor meetings and consult with clients.

Responsibilities

• Develop and implement complex tax and estate plans for clients.
• Translate complex concepts into clear recommendations.
• Collaborate with advisors and conduct client meetings.

Skills

Client-facing experience

Proficiency in Microsoft Office Suite

Education

Bachelor's degree in a related field

CPA license or equivalent

Job description

Forvis Mazars, LLP seeks a Wealth Strategist in Indianapolis, IN, to provide high-level advisory services for ultra-high net worth individuals and families, ensuring a holistic approach to financial management. This position requires extensive experience in tax and estate planning, proficiency in client engagement, and the ability to work collaboratively with a team. The ideal candidate will have at least 9 years of client-facing experience and relevant qualifications such as a CPA or equivalent. Travel is required for client meetings and other engagements.