Forvis Mazars, LLP
General information
Name
Senior Advisor, Wealth Advisory
Posting Title
Senior Advisor, Wealth Advisory
Ref #
2235046
Date Published
Tuesday, May 27, 2025
City
Indianapolis
State
Indiana
Country
United States
Job Category
Wealth Advisory
Advertised Location
US-IN-Indianapolis
Working time
Full Time
Description & Requirements
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. What You Will Do: Serve on a team of Wealth Management professionals serving high-net-worth clients Assisting 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 & acquire new clients Minimum Qualifications : Bachelor's degree is required: Financial Planning degree preferred 2 years or more of experience in wealth management or accounting One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA)
Preferred Qualifications:
An individual who is a self-starter Passionate about serving clients Familiarity with the financial planning process Ability to effectively communicate with clients and simplify the complex The ability to work in a team environment Ability to travel as needed Ability to coordinate & work on multiple, concurrent client projects & complete assignments with minimal supervision
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Name
Senior Advisor, Wealth Advisory
Posting Title
Senior Advisor, Wealth Advisory
Ref #
2235046
Date Published
Tuesday, May 27, 2025
City
Indianapolis
State
Indiana
Country
United States
Job Category
Wealth Advisory
Advertised Location
US-IN-Indianapolis
Working time
Full Time
Description & Requirements
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. What You Will Do: Serve on a team of Wealth Management professionals serving high-net-worth clients Assisting 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 & acquire new clients Minimum Qualifications : Bachelor's degree is required: Financial Planning degree preferred 2 years or more of experience in wealth management or accounting One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA)
Preferred Qualifications:
An individual who is a self-starter Passionate about serving clients Familiarity with the financial planning process Ability to effectively communicate with clients and simplify the complex The ability to work in a team environment Ability to travel as needed Ability to coordinate & work on multiple, concurrent client projects & complete assignments with minimal supervision
#LI-IND
#LI-AF1