Forvis Mazars US
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Managing Advisor, Wealth Advisory
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Forvis Mazars US . Forvis Mazars Wealth Advisors, LLC, a registered investment advisory firm and a wholly owned subsidiary of Forvis Mazars, is seeking an experienced wealth management professional for its Private Client team in Indianapolis. The firm focuses on simplifying the financial lives of high-net-worth individuals and families, aiming to deliver peace of mind to clients. Responsibilities
Serve on a team providing wealth management services to high-net-worth clients. Assist clients in creating, implementing, and monitoring comprehensive wealth strategies, including financial planning, retirement planning, investment management, education planning, estate & legacy planning, trust administration, and survivor assistance. Develop expertise in wealth management services and coordinate multiple client projects. Participate in business development to acquire new clients. Build contacts within the community and professional circles. Qualifications
Bachelor's degree required; financial planning degree preferred. Minimum of 5 years in wealth management, serving as a lead advisor to high-net-worth families. Designations: CFP, CPA, CTFA, or JD. Additional Information
Employment type: Full-time Job function: Finance and Sales Industry: Professional Services This job posting is active. Apply now to join a dynamic team dedicated to client success.
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Managing Advisor, Wealth Advisory
role at
Forvis Mazars US . Forvis Mazars Wealth Advisors, LLC, a registered investment advisory firm and a wholly owned subsidiary of Forvis Mazars, is seeking an experienced wealth management professional for its Private Client team in Indianapolis. The firm focuses on simplifying the financial lives of high-net-worth individuals and families, aiming to deliver peace of mind to clients. Responsibilities
Serve on a team providing wealth management services to high-net-worth clients. Assist clients in creating, implementing, and monitoring comprehensive wealth strategies, including financial planning, retirement planning, investment management, education planning, estate & legacy planning, trust administration, and survivor assistance. Develop expertise in wealth management services and coordinate multiple client projects. Participate in business development to acquire new clients. Build contacts within the community and professional circles. Qualifications
Bachelor's degree required; financial planning degree preferred. Minimum of 5 years in wealth management, serving as a lead advisor to high-net-worth families. Designations: CFP, CPA, CTFA, or JD. Additional Information
Employment type: Full-time Job function: Finance and Sales Industry: Professional Services This job posting is active. Apply now to join a dynamic team dedicated to client success.
#J-18808-Ljbffr