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Director, Wealth Advisory
ForvisIndianapolis, United Statesfull_timeVerifiedPosted 10 Jun 2026
About the role
General information
Name
Director, Wealth Advisory
Posting Title
Director, Wealth Advisory
Ref #
2236880
Date Published
Tuesday, June 9, 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 Qualificati
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