FORVIS

Managing Advisor, Wealth Advisory

FORVIS  •  Indianapolis, IN (Onsite)  •  24 days ago
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Job Description


General information


Name

Managing Advisor, Wealth Advisory

Posting Title

Managing Advisor, Wealth Advisory

Ref #

2236882

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 & 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 knowledge of wealth management services
  • Manage and prioritize multiple, concurrent client projects, ensuring timely delivery and budget adherence while maintaining clear, strategic communication across all levels.
  • Engage in business development by cultivating professional relationships and identifying opportunities to acquire new clients.

Minimum Qualifications:

  • Bachelor's Degree
  • 5+ years of relevant experience in financial planning, including serving as a lead 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:

  • Financial Planning Degree


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About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
With a legacy spanning more than 100 years, we’re building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers

Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.
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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