Managing Advisor, Wealth Advisory
Job Location:
Indianapolis, IN - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
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.
What You Will Do:
- 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
Minimum Qualifications:
- Bachelors degree is required; Financial planning degree preferred
- 5 years or more of experience in wealth management or accounting 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
- 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
Required Experience:
Unclear Seniority
About Company
Ranked among the largest public accounting firms in the United States, Forvis Mazars is dedicated to providing an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services in all 50 states and internationally. Visit forvismazars.us to learn more.
