Wealth Advisor for HNW Families & Estate Planning

Forvis Mazars, LLP; Indianapolis (IN); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Flexible work environment

Robust total rewards program

Job summary

Forvis Mazars, LLP in Indianapolis is looking for a Wealth Management professional to develop personalized financial strategies for high-net-worth clients. The candidate will assist clients in implementing and monitoring comprehensive wealth management strategies and engage in business development.

Required qualifications include a Bachelor’s Degree and 5+ years of experience in financial planning. Desired certifications such as CFP or CPA are also mandatory for this role. The position offers a flexible work environment to foster personal and professional growth.

Qualifications

• 5+ years of relevant experience in financial planning as a lead advisor to high-net-worth families.
• Required designation: CFP, CPA, CTFA, or JD.

Responsibilities

• Serve on a team serving high-net-worth clients.
• Assist clients with comprehensive wealth management strategies.
• Engage in business development to acquire new clients.

Skills

Financial Planning

Investment Management

Client Relationship Management

Education

Bachelor’s Degree

Financial Planning Degree (preferred)

Job description

Forvis Mazars, LLP in Indianapolis is looking for a Wealth Management professional to develop personalized financial strategies for high-net-worth clients. The candidate will assist clients in implementing and monitoring comprehensive wealth management strategies and engage in business development.

Required qualifications include a Bachelor’s Degree and 5+ years of experience in financial planning. Desired certifications such as CFP or CPA are also mandatory for this role. The position offers a flexible work environment to foster personal and professional growth.