Director, Wealth Strategist

Job description

General information Name: Director, Wealth Strategist Posting Title: Director, Wealth Strategist Ref #: 2236714 Date Published: Wednesday, April 15, 2026: City: Indianapolis: State: Indiana: Country: United States: Job Category: Tax Specialty: Advertised Location: US-FL-Boca Raton, US-FL-Tampa, US-GA-Atlanta, US-IL-Chicago, US-IN-Indianapolis, US-NC-Charlotte, US-TN-Nashville, US-TX-Dallas, US-TX-Houston Working time: Full Time: Description & Requirements: The Private Client team helps high-net-worth individuals and multigenerational families manage financial complexity with confidence. Through a holistic approach that integrates wealth management, tax planning, and family office services, Forvis Mazars delivers personalized strategies aligned with each client’s goals—ensuring peace of mind and long-term financial well-being. This role is a core component of the firm’s Wealth Strategy platform, operating at the intersection of advanced estate and family enterprise planning. The Wealth Strategist serves as an advisor on the most complex Private client engagements, partnering with Tax, Wealth Advisory, and other firm service lines to deliver integrated solutions for ultra-high net wo...