Senior Wealth Advisor & Team Leader for HNW Clients

Forvis Mazars, LLP; Indianapolis (IN); On-site; USD 120,000 - 190,000; Full time

Job summary

Forvis Mazars, LLP is seeking a Senior Managing Advisor to lead a Wealth Advisory team serving high-net-worth clients in Indianapolis. You will develop and monitor comprehensive wealth strategies, including financial planning, retirement, education funding, estate and trust services.

This role requires 7+ years as lead wealth advisor and one of CFP, CPA, CTFA, or JD, with strong client service and leadership skills.

Qualifications

• 7+ years as the lead wealth management advisor to high-net-worth families.
• Bachelor's degree required; financial planning degree preferred.
• One of CFP, CPA, CTFA, or JD designations.

Responsibilities

• Lead and serve on a team of Wealth Management professionals for high-net-worth clients.
• Develop, implement, and monitor comprehensive wealth strategies (financial, retirement, education funding, estate planning).
• Coordinate multiple client projects and participate in business development activities.

Skills

Leadership

Client service

Communication

Team coordination

Education

Bachelor's degree required; financial planning degree preferred

Job description

Forvis Mazars, LLP is seeking a Senior Managing Advisor to lead a Wealth Advisory team serving high-net-worth clients in Indianapolis. You will develop and monitor comprehensive wealth strategies, including financial planning, retirement, education funding, estate and trust services.

This role requires 7+ years as lead wealth advisor and one of CFP, CPA, CTFA, or JD, with strong client service and leadership skills.