Forvis Mazars US
Senior Wealth Advisor – Holistic Planning & Legacy
Forvis Mazars US, Indianapolis, Indiana, us, 46262
A wealth advisory firm is seeking a Wealth Management Professional in Indianapolis to serve high-net-worth clients. You will develop tailored financial strategies while leading a team of professionals. A Bachelor's Degree alongside 5+ years of experience in financial planning, particularly with affluent families, is essential. An active Certified Financial Planner (CFP) designation is required. This role combines client service with opportunities for business development. Competitive compensation and benefits offered.
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