Senior Wealth Advisor & Legacy Planning

Forvis Mazars, LLP

Indianapolis, IN

JOB DETAILS
SKILLS
Business Development, Certified Financial Planner (CFP), Certified Public Accountant (CPA), Financial Planning, Financial Strategy, High Net Worth, Investment Strategy, Management Strategy, Sales Management, Strategic Planning, Wealth Management
LOCATION
Indianapolis, IN
POSTED
Today

Forvis Mazars, LLP seeks a Wealth Management professional to provide personalized financial strategies for high-net-worth clients in Indianapolis. You will collaborate with a dedicated team to implement and monitor comprehensive wealth management strategies. The ideal candidate will have a Bachelor's degree, significant experience in financial planning, and a relevant certification such as CFP or CPA.This role offers opportunities for business development and cultivating client relationships. Join us to help simplify financial complexities and create tailored investment strategies.#J-18808-Ljbffr

About the Company

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Forvis Mazars, LLP