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Forvis Mazars, LLP

Senior Advisor, Wealth Advisors

Forvis Mazars, LLP, Indianapolis

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General information
Name
Consulting - Wealth Advisors - Senior Advisor
Posting Title
Senior Advisor, Wealth Advisors
Ref #
2235046
Date Published
Tuesday, May 27, 2025
City
Indianapolis
State
Indiana
Country
United States
Job Category
Wealth Advisory
Office
Wealth Advisory (Forvis)
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.

How you will contribute:

  • 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

We are looking for people who have Forward Vision and:

  • 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

Minimum Qualifications :

  • Bachelor's degree is 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, Certified Trust and Fiduciary Advisor (CTFA), or J

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