Director, Wealth AdvisoryLocation: Indianapolis, Indiana, United StatesJob Category: Wealth AdvisoryForvis 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 clientsAssist clients in creating, implementing, and monitoring comprehensive wealth management strategies including:Financial PlanningRetirement PlanningInvestment ManagementEducation PlanningEstate & Legacy Planning Trust AdministrationSurvivor AssistanceDevelop/maintain in-depth expertise and global knowledge of wealth management servicesCoordinate & work on multiple, concurrent client projectsActively participate in business development activities to identify, pursue & acquire new clientsDevelop contacts with others in the business, professional or civic communityMinimum Qualifications:Bachelor's degree is required; Financial planning degree preferred10 years or more of experience serving as the lead wealth management advisor to high-net-worth familiesOne of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JDPreferred Qualifications:High emotional intelligence and a strong desire to provide outstanding client serviceAbility to communicate both up and downstream and exercise judgment in assessing client interactionsCapacity to oversee and prioritize multiple projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon timelinesStrong written and verbal communication techniquesLegal NoticeForvis 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.#J-18808-Ljbffr