Senior Wealth Advisory Director for High-Net-Worth Clients

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

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.