Forvis

Managing Advisor, Wealth Advisory - 2236882

Forvis • $90K — $120K *
Indianapolis, IN 46227In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's Degree required
  • 5+ years of experience in financial planning for high-net-worth families
  • Must have one designation: CFP, CPA, CTFA, or JD
  • In-depth knowledge of wealth management services
  • Experience in managing multiple client projects

Responsibilities

  • Serve on a team dedicated to high-net-worth clients
  • Assist in developing and implementing comprehensive wealth management strategies
  • Focus on areas including financial, retirement, education, estate, and survivor planning
  • Maintain expertise in wealth management services
  • Manage and prioritize several client projects simultaneously
  • Cultivate professional relationships to drive business development

Benefits

  • Opportunity to work in a collaborative environment
  • Engagement with high-net-worth clients
  • Access to ongoing training and professional development
  • A chance to lead significant client projects
  • Exposure to diverse wealth management strategies
Full Job Description
Description & Requirements

What You Will Do:

  • 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
  • Manage and prioritize multiple, concurrent client projects, ensuring timely delivery and budget adherence while maintaining clear, strategic communication across all levels.
  • Engage in business development by cultivating professional relationships and identifying opportunities to acquire new clients.
Minimum Qualifications:

  • Bachelor's Degree
  • 5+ years of relevant experience in financial planning, including serving as a lead 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:

  • Financial Planning Degree

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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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