Forvis Mazars US
Overview
Senior Advisor, Wealth Advisory
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Forvis Mazars US
Forvis Mazars Wealth Advisors, LLC is an SEC-registered, wholly owned subsidiary of Forvis Mazars, LLP, offering wealth management services for affluent families and institutions. We provide the following services: financial planning, benefit plan consulting, tax strategies, retirement planning, education funding, estate planning, life insurance, investment management, and charitable gift strategies.
Responsibilities
Serve on a team of Wealth Management professionals serving high-net-worth clients
Assist families in creating comprehensive wealth management strategies including:
Financial Planning
Retirement Planning
Investment Management
Education Planning
Estate & Legacy Planning
Survivor Assistance
Develop/maintain in-depth expertise and global knowledge of wealth management services
Actively support business development activities to identify, pursue and acquire new clients
Minimum Qualifications
Bachelor's degree required: Financial Planning degree preferred
2 years or more of experience in wealth management
One of the following designations is required: Certified Financial Planner (CFP), CPA, or Certified Trust and Fiduciary Advisor (CTFA)
Preferred Qualifications
Self-starter
Passionate about serving clients
Familiarity with the financial planning process
Ability to effectively communicate with clients and simplify the complex
Ability to work in a team environment
Ability to travel as needed
Ability to coordinate and work on multiple, concurrent client projects and complete assignments with minimal supervision
Job Details
Seniority level: Not Applicable
Employment type: Full-time
Job function: Finance and Sales
Industries: Professional Services
Location: Indianapolis, IN
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at
Forvis Mazars US
Forvis Mazars Wealth Advisors, LLC is an SEC-registered, wholly owned subsidiary of Forvis Mazars, LLP, offering wealth management services for affluent families and institutions. We provide the following services: financial planning, benefit plan consulting, tax strategies, retirement planning, education funding, estate planning, life insurance, investment management, and charitable gift strategies.
Responsibilities
Serve on a team of Wealth Management professionals serving high-net-worth clients
Assist families in creating comprehensive wealth management strategies including:
Financial Planning
Retirement Planning
Investment Management
Education Planning
Estate & Legacy Planning
Survivor Assistance
Develop/maintain in-depth expertise and global knowledge of wealth management services
Actively support business development activities to identify, pursue and acquire new clients
Minimum Qualifications
Bachelor's degree required: Financial Planning degree preferred
2 years or more of experience in wealth management
One of the following designations is required: Certified Financial Planner (CFP), CPA, or Certified Trust and Fiduciary Advisor (CTFA)
Preferred Qualifications
Self-starter
Passionate about serving clients
Familiarity with the financial planning process
Ability to effectively communicate with clients and simplify the complex
Ability to work in a team environment
Ability to travel as needed
Ability to coordinate and work on multiple, concurrent client projects and complete assignments with minimal supervision
Job Details
Seniority level: Not Applicable
Employment type: Full-time
Job function: Finance and Sales
Industries: Professional Services
Location: Indianapolis, IN
#J-18808-Ljbffr