Director, Wealth Advisory

General information

Name Director, Wealth Advisory Posting Title Director, Wealth Advisory Ref # 2236407 Date Published Wednesday, February 11, 2026 City Indianapolis State Indiana Country United States Job Category Wealth Advisory Advertised Location US-IN-Indianapolis Working time Full Time

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

• 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

Minimum Qualifications:

• Bachelor's degree is required; Financial planning degree preferred
• 10 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

Preferred Qualifications:

• High emotional intelligence and a strong desire to provide o