Senior Wealth Advisor — High‑Net‑Worth & Legacy Planning
Forvis Mazars, LLP
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 Forvis Mazars, LLP
- A leading financial services firm in Indianapolis is seeking a Wealth Management professional with over 5 years of experience working with high-net-worth clients. The ideal candidate will assist in creating and managing comprehensive financial strategies, ensuring the...SeniorHigh net worth
$100k
...Senior Wealth Advisor We are seeking a Senior Wealth Advisor to join our boutique, high-touch investment advisory firm focused on serving ultra-high-net-worth individuals. This role is ideal for a seasoned... ...consultative financial planning. Manage client portfolios...SeniorHigh net worth- ...investment advisory firm based in Indianapolis is seeking a Wealth Advisor to build and manage client relationships, primarily focused on high net worth individuals. Responsibilities include financial planning, client communication, and representing the firm professionally...SeniorHigh net worth
- ...experienced and relationshipdriven Wealth Advisor to deliver comprehensive... ...blends strategic financial planning, investment management, and... ...wealth strategies Estate and legacy planning Risk management... ...professionalism. Success Traits High emotional intelligence and...SeniorHigh net worth
- ...is seeking an experienced Financial Advisor to manage and grow high-net-worth client relationships. The ideal... ...focuses on comprehensive financial planning and client relationship management,... ...(k) match, profit sharing, and generous PTO. #J-18808-Ljbffr Sanctuary WealthSeniorHigh net worth
- ...experienced and relationshipdriven Wealth Advisor to deliver comprehensive... ...blends strategic financial planning, investment management, and... ...wealth strategies Estate and legacy planning Risk management... ...professionalism. Success Traits High emotional intelligence and...SeniorHigh net worth
- ...Requirements Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and... ..., crafting tailored plans and adaptive investment strategies... ...Planning Estate & Legacy Planning Survivor Assistance...SeniorHigh net worthFlexible hours
- ...We are building on a strong legacy and looking for a talented professional... ...for an experienced Senior Accountant to take on a dual-... ...Corporations, Partnerships, and high-net worth individuals. Identify tax-... ...opportunities and provide proactive planning and consulting. Help...SeniorHigh net worthRemote workFlexible hours
- ...join Beacon Pointe Advisors as an Associate Wealth Advisor in our Indianapolis... ...coordination with Senior Wealth Advisors and... ...key areas: life & legacy planning, sophisticated... ...of sensitive and/or high priority investment... ...foundations), high‑net‑worth individuals, and families...High net worthWork experience placementWork at office
- ...At Corient, we help high- and ultra-high-net-worth individuals and families... ...to preserve their wealth for future... ...lives, and establishing legacies that last for generations... ...level of financial planning and investment knowledge... ...teams and Wealth Advisors Completes...SeniorHigh net worthPermanent employmentTemporary workWork at officeFlexible hours
- ...candidates to join Beacon Pointe Advisors in our Bellevue, WA office as a Wealth Advisor. This individual will work... ...to servicing sophisticated high-net worth individuals including small business... ...with complex retirement and estate planning solutions. Responsibilities...High net worthWork at office
- Senior Wealth Analyst page is loaded## Senior Wealth... ...At Corient, we help high- and ultra-high-net-worth individuals and... ..., and establishing legacies that last for generations... ...level of financial planning and investment... ...planning teams and Wealth Advisors* Completes...SeniorHigh net worthPermanent employmentTemporary workWork at officeFlexible hours
- ...Associate Vice President and Wealth Advisor About the Company... ...career advisors or financial planning professionals who are ambitious... ...candidates will work alongside senior advisors and subject matter... ...comprehensive financial advice to high-net-worth and ultra-high-net-worth...High net worth
- ...Description Job Description Senior Tax Manager Public... ...a strong middle-market and high-net-worth client base while playing a... ...Leadership Serve as a primary advisor to business owners and individual... ...Provide strategic tax planning and consulting recommendations...SeniorHigh net worth
- ...major financial institution is seeking a Wealth Planner to deliver high-quality financial planning services for clients with a net worth of $1-10M. The role involves developing customized... ..., and collaborating with wealth advisors. Candidates should have a Bachelor's degree...SeniorHigh net worthWork at officeFlexible hours
$77.9k - $199k
1834 Wealth Advisor III Job Locations US-IL-Chicago | US-IN-Indianapolis... .... We continually seek highly motivated and talented... ...are currently seeking a High Net Worth Wealth Advisor. This group is... ...those with a need for robust planning, asset management, estate or...High net worthFull time$162k - $190k
...Senior Tax Manager The Senior Tax Manager is responsible... ...: Performs tax planning, preparation and... ...estate and gift tax and wealth retention strategies,... ...together to serve our high net worth clients with timely responses... ...Acts as a Career Advisor to associates and...SeniorHigh net worthWork at office- ...Merrill Advisor Development Program - Financial Advisor... ...Description: Merrill Wealth Management is a leading... ...wealth management, including planning for retirement, education, legacy, and other life goals... ...responsible for working with high-net worth individuals identifying...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Private Client Services Tax Senior Private Client... ...within our firm. Offering a high touch approach, we have... ...serving high net-worth individuals, their families... ...retirement, and life insurance planning. A Tax Senior,... ...with clients and their advisors to gather information needed...SeniorHigh net worthPrivate practiceWork at office
- A leading financial institution is seeking a Private Wealth Management Trust Advisor in Indianapolis, Indiana. This role involves acquiring new personal... ...relevant experience in trust administration or financial planning. Strong communication skills and knowledge of fiduciary...Senior
- About Merrill Wealth Management Merrill Wealth Management... ...management, including planning for retirement, education, legacy, and other life goals through... ...guidance. Our Financial Advisors and Wealth Management... ..., you will work with high‑net‑worth individuals to identify...High net worthInterim roleImmediate startShift workDay shift
$162k - $190k
...Private Client Services Tax Senior Manager Private... ...within our firm. Offering a high touch approach, we have... ...serving high net-worth individuals, their families... ...retirement, and life insurance planning. A Tax Senior... ...leadership, clients, and advisors Expands their...SeniorHigh net worthPrivate practiceWork at office$76k - $125.3k
...technically demanding tax planning and compliance... ...planning and advising of high net worth individuals and families... ...into a trusted advisor role to client. You will... ...understanding of estate and wealth planning Experience... ...confidence to challenge senior colleagues and...SeniorHigh net worthWork experience placementSummer holidayLocal areaFlexible hours$55k - $151.47k
...advice and guidance to clients on tax planning, compliance, and strategy. These individuals... ...planning and compliance services to high-net-worth individuals and privately-owned... ...returns, AMT, and year-end planning. As a Senior Associate you analyze complex problems,...SeniorHigh net worthFull timeH1b$91k - $321.5k
...guidance to clients on tax planning, compliance, and strategy. These... ...and compliance services to high-net-worth individuals and privately-... .... Growing as a strategic advisor, you leverage your influence... ...to the owners of PwC. As a Senior Manager you are expected to...SeniorHigh net worthFull timeH1bRemote work$116k - $216k
...or preferences. Maintains a high level of collaboration with the... ...with all aspects of clients’ planning and personal goals. This... ...Key as the client’s trusted advisor. Interfaces with other Key Private... ...relationships with High Net Worth (HNW) clients, understanding...SeniorHigh net worthWork experience placementWork at office- ...organization in Indianapolis seeks a seasoned banking professional to coordinate activities and deliver comprehensive services to high net-worth individuals. The role demands over 10 years of lending experience, particularly in business lending, alongside strong...SeniorHigh net worth
- CAPTRUST is seeking a Wealth Planning Senior Associate to provide client wealth management solutions. Responsibilities include preparing financial plans, training teams on eMoney software, and supporting new office onboarding. Candidates should possess a Bachelor’s degree...SeniorWork at office
$150k - $250k
...Financial Advisor Managing meaningful wealth brings both complex challenges and exciting opportunities... ...role. The primary focus is high-quality client management, planning execution, and relationship... ...grow relationships with high-net-worth clients provided by the firm...High net worth- ...Valeo Financial Advisors is one of the largest RIA firms in the Midwest... ...with tax and estate planning strategies. You will collaborate... ...every Valeo client. ~ A high degree of competence with... ...analysis and decisions to high-net-worth clients. ~ Demonstrate...High net worthTemporary workWork at office
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