New

Director, Wealth Advisory

Forvis Mazars, LLP
life insurance
United States, Indiana, Indianapolis
820 Massachusetts Avenue (Show on map)
Feb 13, 2026
General information Name Director, Wealth Advisory Posting Title Director, Wealth Advisory Ref # 2236407 Date Published Wednesday, February 11, 2026 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, 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 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 #LI-IND #LI-AF1