Senior Wealth Advisor — High‑Net‑Worth & Legacy Planning

Forvis Mazars, LLP; Indianapolis (IN); On-site; USD 70,000 - 90,000; Full time

Job summary

Forvis Mazars, LLP seeks a Wealth Management professional to provide personalized financial strategies for high-net-worth clients in Indianapolis. You will collaborate with a dedicated team to implement and monitor comprehensive wealth management strategies. The ideal candidate will have a Bachelor's degree, significant experience in financial planning, and a relevant certification such as CFP or CPA.

This role offers opportunities for business development and cultivating client relationships. Join us to help simplify financial complexities and create tailored investment strategies.

Qualifications

• 5+ years of relevant experience in financial planning, serving as a lead advisor.
• One of the following designations is required: CFP, CPA, CTFA, or JD.

Responsibilities

• Serve on a team of Wealth Management professionals serving high-net-worth clients.
• Assist clients in creating and monitoring comprehensive wealth management strategies.
• Manage and prioritize multiple client projects while ensuring clear communication.

Skills

Financial Planning

Investment Management

Business Development

Project Management

Education

Bachelor's Degree

Financial Planning Degree

Job description

Forvis Mazars, LLP seeks a Wealth Management professional to provide personalized financial strategies for high-net-worth clients in Indianapolis. You will collaborate with a dedicated team to implement and monitor comprehensive wealth management strategies. The ideal candidate will have a Bachelor's degree, significant experience in financial planning, and a relevant certification such as CFP or CPA.

This role offers opportunities for business development and cultivating client relationships. Join us to help simplify financial complexities and create tailored investment strategies.