Jobs and Careers
FO
Director, Wealth Strategist
ForvisUnited Statesfull_timeVerifiedPosted 14 Jul 2026
About the role
General information
Name
Director, Wealth Strategist
Posting Title
Director, Wealth Strategist
Ref #
2236714
Date Published
Wednesday, April 15, 2026
City
Indianapolis
State
Indiana
Country
United States
Job Category
Tax Specialty
Advertised Location
US-FL-Boca Raton, US-FL-Tampa, US-GA-Atlanta, US-IL-Chicago, US-IN-Indianapolis, US-NC-Charlotte, US-TN-Nashville, US-TX-Dallas, US-TX-Houston
Working time
Full Time
Description & Requirements
The Private Client team helps high-net-worth individuals and multigenerational families manage financial complexity with confidence. Through a holistic approach that integrates wealth management, tax planning, and family office services, Forvis Mazars delivers personalized strategies aligned with each client’s goals—ensuring peace of mind and long-term financial well-being.
This role is a core component of the firm’s Wealth Strategy platform, operating at the intersection of advanced estate and family enterprise planning. The Wealth Strategist serves as an advisor on the most complex Private client engagements, partnering with Tax, Wealth Advisory, and other firm service lines to deliver integrated solutions for ultra-high net worth (UHNW) individuals, multigenerational families and privately held business owners.
What You Will Do:
- You will work in conjunction with existing advisors and external advisors to develop, recommend and implement complex tax and estate plans for clients
- Translate complex tax, estate, and legacy planning concepts into clear, actionable recommendations for clients,
Apply for this role
Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.
Apply Now →Generate Application KitFree account required — sign up in 30s