Senior Managing Advisor, Wealth Advisory

Forvis Mazars•Indianapolis, IN

3d•Onsite

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, retirement planning, education funding, life insurance analysis, investment management, charitable gift strategies, estate planning, trust administration and family office services.

Requirements

Bachelor's degree is required
7+ years or more of experience serving as the lead wealth management advisor to high-net-worth families
One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JD

Nice To Haves

Financial planning degree preferred
High emotional intelligence and a strong desire to provide outstanding client service
Ability to communicate both up and downstream and exercise judgment in assessing client interactions
Capacity to oversee and prioritize multiple projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon timelines
Strong written and verbal communication techniques

Responsibilities

Lead and serve on a team of Wealth Management professionals serving high-net-worth clients
Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies including: Financial Planning, Retirement Planning, Investment Management, Education Planning, Estate & Legacy Planning, Trust Administration, Survivor Assistance
Develop/maintain in-depth expertise and global knowledge of wealth management services
Coordinate & work on multiple, concurrent client projects
Actively participate in business development activities to identify, pursue & acquire new clients
Develop contacts with others in the business, professional or civic community