UHNW Wealth Strategy Director

Forvis Mazars US; Indianapolis (IN); On-site; USD 157,200 - 326,600; Full time

Job summary

Forvis Mazars US is seeking a Wealth Strategist in Indianapolis, Indiana. This role is crucial for the firm's Wealth Strategy platform and involves advising ultra-high net worth clients and families on complex financial matters. Candidates must have a bachelor's degree in a related field, a CPA license or equivalent, and at least 9 years of client-facing experience. Excellent knowledge of estate planning, governance, and a willingness to travel is essential. Competitive salary based on experience. Offers growth opportunities and a collaborative work environment.

Qualifications

• 9+ years of professional client-facing experience required.
• Knowledge of estate planning-oriented services such as trusts, wills, and tax planning.

Responsibilities

• Develop and implement complex tax and estate plans for clients.
• Advise families on governance and legacy planning as part of wealth strategies.
• Lead multi-generational client meetings involving family members and advisors.

Skills

Client-facing experience

Knowledge of tax planning

Proficiency in Microsoft Office Suite

Education

Bachelor’s degree in a related field

CPA license, CTFA, LLM, or JD

Job description

Forvis Mazars US is seeking a Wealth Strategist in Indianapolis, Indiana. This role is crucial for the firm's Wealth Strategy platform and involves advising ultra-high net worth clients and families on complex financial matters. Candidates must have a bachelor's degree in a related field, a CPA license or equivalent, and at least 9 years of client-facing experience. Excellent knowledge of estate planning, governance, and a willingness to travel is essential. Competitive salary based on experience. Offers growth opportunities and a collaborative work environment.