Senior Advisor, Wealth Advisors
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2025-12-27
Listing for:
Forvis Mazars US
Full Time
position Listed on 2025-12-27
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
Senior Advisor, Wealth Advisors at Forvis Mazars US
Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and institutions. We align near-term needs with long-term goals to create clarity and confidence.
What You Will Do- Support a Wealth Management team of advisors serving affluent families.
- Assist families in creating comprehensive wealth management strategies, including:
- Financial Planning
- Retirement Planning
- Investment Management
- Education Planning
- Estate & Legacy Planning
- Survivor Assistance
- Develop and maintain in-depth expertise and global knowledge of wealth management services.
- Actively support business development activities to identify, pursue, and acquire new clients.
- Bachelor’s Degree.
- 2+ years of relevant professional experience, including experience in financial planning.
- Current and valid Certified Financial Planner (CFP) designation or eligibility to sit for the exam.
- Financial Planning Degree.
Position Requirements
10+ Years
work experience
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