Senior Advisor, Wealth Advisory

General information

Name Senior Advisor, Wealth Advisory Posting Title Senior Advisor, Wealth Advisory Ref # 2235046 Date Published Tuesday, May 27, 2025 City Indianapolis State Indiana Country United States Job Category Wealth Advisory Office Wealth Advisory (Forvis) 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, benefit plan consulting, tax strategies, retirement planning, education funding, estate planning, life insurance, investment management, and charitable gift strategies.

 How you will contribute:

•  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 

We are looking for people who have Forward Vision and: 

• 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