Managing Advisor | Wealth Management

Description & Requirements

Forvis Mazars Wealth Advisors, LLC, a registered investment advisory firm and a wholly owned subsidiary of Forvis Mazars, is seeking to add an experienced wealth management professional to its Forvis Mazars Private Client team in our Indianapolis, IN, practice. We focus on simplifying the complex financial lives of high-net-worth individuals and families with the goal of consistently delivering peace of mind to the clients we serve.

How you will contribute:

• Lead 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 and 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

We are looking for people who have Forward Vision and:

• 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 communication techniques, both written and verbal

Minimum Qualifications:

• Bachelor's degree is required; Financial planning degree preferred

• 5 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

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