Senior Advisor, Wealth AdvisorsForvis Mazars • Indianapolis, IN, United States
Senior Advisor, Wealth Advisors
Forvis Mazars • Indianapolis, IN, United States
21 days ago
Job type
- Full-time
Job descriptionBachelor'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) 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
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 :
Preferred Qualifications :
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#LI-AF1
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Senior Wealth Advisor • Indianapolis, IN, United States
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