Senior Wealth Advisor - Holistic Planning & Investment
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-06-26
Listing for:
Forvis Mazars, LLP
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
Forvis Mazars, LLP in Indianapolis is looking for a Senior Advisor in Wealth Advisory to deliver personalized financial strategies for high-net-worth clients. This role involves supporting wealth management teams and assisting families in comprehensive financial and estate planning.
The ideal candidate will have a Bachelor’s degree, at least 2 years of relevant experience in financial planning, and hold or be eligible for the CFP designation. Join a team committed to creating clarity and confidence in financial decision-making.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×