Senior Advisor, Wealth Advisory
Job Location:
Indianapolis, IN - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
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:
- Bachelors 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)
- 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
Required Experience:
Senior IC
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.
