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Strategic Planning Jobs in Indianapolis, IN

Director, Wealth Strategist

Forvis Mazars

Indianapolis, IN

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JOB DETAILS
SKILLS
Analysis Skills, Attorney, Best Practices, C++ Active Template Libraries (ATL), Certified Public Accountant (CPA), Conferences, Consulting, Contact Management, Customer Acquisition, Customer Experience, Customer Relations, Customer Support/Service, Documentation, Employment Law, Estate Planning, Family Planning, Fiduciary, Financial Management, Financial Planning, Financial Services, Genetics, High Net Worth, Income Tax, Investment Management, Leadership, Microsoft Office, Product Development, Professional Services, Public Accounting, Recruiting/Staffing Agency, Research Skills, Risk, Risk Management, Sales, Sales Management, Sales Prospecting, Stewardship, Strategic Planning, Tax Planning, Tax Regulations, Thought Leadership, Wealth Management, Willing to Travel
LOCATION
Indianapolis, IN
POSTED
4 days ago
Description & Requirements

The Private Client team helps high-net-worth individuals and multigenerational families manage financial complexity with confidence. Through a holistic approach that integrates wealth management, tax planning, and family office services, Forvis Mazars delivers personalized strategies aligned with each client's goals-ensuring peace of mind and long-term financial well-being.

This role is a core component of the firm's Wealth Strategy platform, operating at the intersection of advanced estate and family enterprise planning. The Wealth Strategist serves as an advisor on the most complex Private client engagements, partnering with Tax, Wealth Advisory, and other firm service lines to deliver integrated solutions for ultra-high net worth (UHNW) individuals, multigenerational families and privately held business owners.

What You Will Do:

  • You will work in conjunction with existing advisors and external advisors to develop, recommend and implement complex tax and estate plans for clients
  • Translate complex tax, estate, and legacy planning concepts into clear, actionable recommendations for clients, advisors, and relationship partners
  • Lead and participate in multi-advisor and multi-generational client meetings involving family members, attorneys, trustees, and other external advisors
  • Be an externally recognized thought leader in the Private Client area and ideally would present at high-level, impact conferences, produce written materials, etc.
  • Consulting with clients and their attorneys on the benefits of estate planning and identifying appropriate plans for estate taxes utilizing knowledge of inheritance, gift, income, and estate taxes
  • Advise families on governance, legacy planning, and long-term stewardship considerations as part of holistic wealth strategies
  • Collaborating with other planning resources on specific subject matters and partners in the acquisition of new clients
  • Conducting and reviewing research, as appropriate, and developing tax, estate, and other analyses and plans. Making generally accepted recommendations to the team and clients.
  • Providing direction to and overseeing Private Client personnel in the development of work product
  • Maintaining current in-depth knowledge of a full range of estate planning-oriented services (e.g., personal trusts, living trusts, wills, estate and tax planning)
  • Maintaining periodic contact with clients in coordination with the relationship partner
  • Deepening existing relationships by working with integrated Private Client teams
  • Retaining, expanding, and deepening existing relationships in collaboration with relationship partners
  • Identifying solutions and services as sales opportunities to enhance existing client relationships
  • Developing new client relationships through networking, prospecting, and referrals by being actively involved in networking at key organizations
  • Assessing and effectively managing all the risks associated with their business objectives and activities to ensure they adhere to and support Enterprise Risk
  • Having knowledge, insight, and knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; the ability to apply this knowledge appropriately to diverse situations
  • Act as a representative of the Wealth Strategy platform internally and externally, modeling best practices in collaboration, judgment, and client leadership
Minimum Qualifications:
  • Bachelor's degree in a related field
  • CPA license, CTFA, LLM, or JD
  • Minimum of 9+ years of professional client-facing experience
  • Proficiency in Microsoft Office Suite
Preferred Qualifications:
  • Previous experience working in law, tax services and consulting, financial services, wealth management, or financial planning
  • Knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate, and tax planning), including fee structures and documentation
  • Regular travel is required for this role, including in-person client meetings, family engagements, internal planning sessions, and advisor collaboration
  • Travel may include multi-day engagements and attendance at conferences, client events, or firm initiatives based on business and client needs
  • A willingness and ability to travel is essential to support relationship development, complex planning discussions, and client trust-building

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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.

Illinois Wage Transparency

Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit Forvis Mazars reserves the right to make changes to the salary range based on business needs.

IL Minimum Salary (USD)

$ 157200

IL Maximum Salary (USD)

$ 326600

About the Company

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Forvis Mazars

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