FORVIS
Requisition Number 2235045 Description & Requirements
Forvis Mazars Wealth Advisors, LLC a registered investment advisory firm, and a wholly owned subsidiary of Forvis Mazars, is seeking to add an experienced wealth management professional to its Forvis Mazars Private Client team in our Indianapolis practice. We focus on simplifying the complex financial lives of high-net-worth individuals and families with a goal to consistently deliver peace of mind to the clients we serve.
How you will contribute :
Serve on a team of Wealth Management professionals serving high-net-worth clients
Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies including : Financial Planning Retirement Planning Investment Management Education Planning Estate & Legacy Planning Trust Administration Survivor Assistance
Develop / maintain in-depth expertise and global knowledge of wealth management services
Coordinate & work on multiple, concurrent client projects
Actively participate in business development activities to identify, pursue & acquire new clients
Develop contacts with others in the business, professional or civic community
We are looking for people who have Forward Vision and :
Ability to communicate both up and downstream and exercise judgment in assessing client interactions
Capacity to oversee and prioritize multiple projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon timelines
Strong communication techniques, both written and verbal
Minimum Qualifications :
Bachelor's degree is required; Financial planning degree preferred
5 years or more of experience in wealth management, including serving as a lead advisor to high-net-worth families
One of the following designations is required : Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JD
With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.
We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.
About Forvis Mazars, LLP Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.
Forvis Mazars, LLP is an equal opportunity / affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expresses the right not to consider unsolicited referrals and / or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.
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How you will contribute :
Serve on a team of Wealth Management professionals serving high-net-worth clients
Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies including : Financial Planning Retirement Planning Investment Management Education Planning Estate & Legacy Planning Trust Administration Survivor Assistance
Develop / maintain in-depth expertise and global knowledge of wealth management services
Coordinate & work on multiple, concurrent client projects
Actively participate in business development activities to identify, pursue & acquire new clients
Develop contacts with others in the business, professional or civic community
We are looking for people who have Forward Vision and :
Ability to communicate both up and downstream and exercise judgment in assessing client interactions
Capacity to oversee and prioritize multiple projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon timelines
Strong communication techniques, both written and verbal
Minimum Qualifications :
Bachelor's degree is required; Financial planning degree preferred
5 years or more of experience in wealth management, including serving as a lead advisor to high-net-worth families
One of the following designations is required : Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JD
With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.
We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.
About Forvis Mazars, LLP Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.
Forvis Mazars, LLP is an equal opportunity / affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expresses the right not to consider unsolicited referrals and / or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.
#J-18808-Ljbffr