FORVIS

Director, Wealth Advisory

FORVIS  •  Indianapolis, IN (Onsite)  •  2 months ago
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Job Description


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

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FORVIS

About FORVIS

FORVIS, LLP ranks among the nation's top 10 public accounting firms. FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences.

FORVIS was formed in 2022 through the combination of two firms with more than 150 years combined experience, both committed to providing high-quality personal service. FORVIS brings a distinct legacy of what it means to provide professional services that go above and beyond.

With more than 5,500 dedicated professionals who serve clients in all 50 states, as well as across the globe, FORVIS offers comprehensive assurance, tax, consulting, and wealth management services. Visit FORVIS.com for additional information.

FORVIS is a trademark of FORVIS, LLP, registered with the U.S. Patent and Trademark Office.

Industry
Accounting & Tax
Company Size
1,001-5,000 employees
Headquarters
US
Year Founded
Unknown
Website
forvis.com
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