Forvis

Director, Wealth Advisory - 2236880

Forvis • $120K — $150K *
Indianapolis, IN 46227In-Person
Finance & Insurance
8 - 10 years of experience
6 days ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; Financial planning degree preferred.
  • 10+ years of experience as the lead wealth management advisor for high-net-worth families.
  • Required designation: CFP, CPA, CTFA, or JD.

Responsibilities

  • Lead a team of Wealth Management professionals servicing high-net-worth clients.
  • Create, implement, and monitor comprehensive wealth management strategies.
  • Develop and maintain expertise in wealth management services.
  • Coordinate multiple concurrent client projects.
  • Engage in business development to attract new clients.
  • Build contacts in the business, professional, or civic community.

Benefits

  • Collaborative team environment focused on client success.
  • Opportunities for professional development and networking in wealth management.
Full Job Description
Description & Requirements

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 Qualifications:

  • Bachelor's degree is required; Financial planning degree preferred
  • 10 years or more of experience serving as the lead wealth management advisor to high-net-worth families
  • One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JD

Preferred Qualifications:

  • High emotional intelligence and a strong desire to provide outstanding client service
  • Ability to communicate both up and downstream and exercise judgment in assessing client interactions
  • Capacity to oversee and prioritize multiple projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon timelines
  • Strong written and verbal communication techniques

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About Forvis

Forvis is a software company that provides a platform for businesses to manage their data and analytics. The company's platform allows businesses to collect, store, and analyze data from various sources, including social media, web analytics, and customer relationship management systems. Forvis was founded in 2015 and is headquartered in San Francisco, California.
Learn more about Forvis
Size
50 employees
Industry
Information Technology
* Ladders Estimates

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