Senior Advisor, Wealth Advisors

6 days ago

Indianapolis, IN, United States Forvis Mazars Full time
Description & Requirements

Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and institutions. Taking a holistic approach, we align near-term needs with long-term goals to create clarity and confidence. Our integrated professionals simplify financial complexities, crafting tailored plans and adaptive investment strategies rooted in each client's values and vision for the future.

What You Will Do:

  • Supporting a Wealth Management team of advisors serving affluent families
  • 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
  • 2+ years of relevant professional experience, including experience in financial planning
  • Current and valid Certified Financial Planner (CFP) designation or eligible to sit for the exam
Preferred Qualifications:
  • Financial Planning Degree

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