Senior Advisor, Wealth Advisors

FORVIS, LLP • Indianapolis, IN

52d

About The Position

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

Requirements

• 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)

Nice To Haves

• 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

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Number of Employees: 5,001-10,000 employees