Director, Wealth Strategist

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, advisors, and relationship partners 
• Lead and participate in multi-advisor and multi-generational client meetings involving family members, attorneys, trustees, and other external advisors 
• Be an externally recognized thought leader in the Private Client area and ideally would present at high-level, impact conferences, produce written materials, etc. 
• Consulting with clients and their attorneys on the benefits of estate planning and identifying appropria