Managing Advisor, Wealth Advisory
Forvis · Indianapolis, Indiana, US
General information Name Managing Advisor, Wealth Advisory Posting Title Managing Advisor, Wealth Advisory Ref # 2236200 Date Published Thursday, December 18...
Job description
General information Name: Managing Advisor, Wealth Advisory Posting Title: Managing Advisor, Wealth Advisory Ref #: 2236200 Date Published: Thursday, December 18, 2025: City: Indianapolis: State: Indiana: Country: United States: Job Category: Wealth Advisory: Advertised Location: US-IN-Indianapolis: Working time: Full Time: Description & Requirements: Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and institutions. Taking a holistic approach, we align near-term needs with long-term goals to create clarity and confidence. Our integrated professionals simplify financial complexities, crafting tailored plans and adaptive investment strategies rooted in each client’s values and vision for the future. 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 know...