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Senior Advisor, Wealth Advisors
Senior Advisor, Wealth AdvisorsForvis Mazars • Indianapolis, IN, United States
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Senior Advisor, Wealth Advisors

Senior Advisor, Wealth Advisors

Forvis Mazars • Indianapolis, IN, United States
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  • [job_card.full_time]
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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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