Senior Wealth Advisor for High-Net-Worth Families
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-07-31
Listing for:
Forvis-Mazars
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Forvis Mazars, LLP in the United States is seeking a senior Wealth Management Advisor to lead a team serving high-net-worth clients. You will help create, implement, and monitor comprehensive wealth management strategies across retirement, investment, education, and estate planning while developing global knowledge of wealth services and coordinating multiple client projects.
This position requires a Bachelor's degree, 7+ years as a lead advisor, and one of CFP, CPA, CTFA, or JD; strong client
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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