Senior Advisor, Wealth Advisors

2 weeks ago

Indianapolis, IN, United States Forvis Mazars 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

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