General informationName Senior Managing Advisor, Wealth Advisory
Posting Title Senior Managing Advisor, Wealth Advisory
Ref # 2236880
Date Published Tuesday, June 9, 2026
City Indianapolis
State Indiana
Country United States
Job Category Wealth Advisory
Advertised Location US-IN-Indianapolis
Working time Full Time
Description & RequirementsForvis Mazars Wealth Advisors, LLC is an SEC-registered, wholly owned subsidiary of Forvis Mazars, LLP, offering wealth management services for affluent families and institutions. We provide the following services: financial planning, retirement planning, education funding, life insurance analysis, investment management, charitable gift strategies, estate planning, trust administration and family office services.
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
- 7+ 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
#LI-IND
#LI-SS1
