Senior Wealth Advisor for High-Net-Worth Clients

Forvis Mazars US; Indianapolis (IN); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Total rewards program

Flexible work environment

Career growth opportunities

Job summary

Forvis Mazars US in Indianapolis seeks a Wealth Management professional to deliver personalized financial strategies for high-net-worth clients. The ideal candidate will assist in creating, implementing, and monitoring comprehensive wealth management strategies, ensuring timely project delivery and budget adherence.

A Bachelor’s Degree and over 5 years of relevant experience in financial planning are essential, along with required certifications. We support professional growth while delivering exceptional client service.

Qualifications

• 5+ years of relevant experience in financial planning.
• Lead advisor experience with high-net-worth families.
• Certification required: CFP, CPA, CTFA, or JD.

Responsibilities

• Serve on a team of Wealth Management professionals.
• Assist clients in creating comprehensive wealth management strategies.
• Manage multiple concurrent client projects and ensure timely delivery.

Skills

Financial Planning

Client Relationship Management

Investment Management

Education

Bachelor's Degree

Financial Planning Degree

Job description

Forvis Mazars US in Indianapolis seeks a Wealth Management professional to deliver personalized financial strategies for high-net-worth clients. The ideal candidate will assist in creating, implementing, and monitoring comprehensive wealth management strategies, ensuring timely project delivery and budget adherence.

A Bachelor’s Degree and over 5 years of relevant experience in financial planning are essential, along with required certifications. We support professional growth while delivering exceptional client service.