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
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor — High‑Net‑Worth & Legacy Planning in Indianapolis, IN vacancy
- Fifth Third Bank is seeking a Wealth Management Advisor II in Indianapolis to coordinate the Private Bank experience for high-net-worth clients. You will lead a team of specialists,... ...across investments, loans, and estate planning. The role requires strong sales and service...SeniorHigh net worth
- ...Senior Vice President, Lead Wealth Advisor About the Company Nationally recognized wealth management and... ...an established client base of high-net-worth and ultra-high-net-worth clients,... ...estate, charitable, and retirement planning. The company values deep planning...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- ...Wealth Advisor We are seeking an experienced and relationship-driven... ...comprehensive financial guidance to high-net-worth individuals and multi-... ...blends strategic financial planning, investment management, and... ...wealth strategies Estate and legacy planning Risk management...High net worth
Goelzer Investment Management
Carmel, IN2 days ago - ...Corporations, Partnerships, and high-net worth individuals. Identify tax-... ...opportunities and provide proactive planning and consulting. Help business... ...We are building on a strong legacy and looking for a talented... ...for an experienced Senior Accountant to take on a dual-...SeniorHigh net worthRemote workFlexible hours
Kelley Hardesty Smith & Co.
Beech Grove, IN4 days ago - ...Investment Advisory firm in Indianapolis, seeks experienced Wealth Advisors to provide comprehensive wealth management advice.... ...personalized financial strategies and foster relationships with high-net-worth clients. Ideal candidates should have over 5 years of experience...SeniorHigh net worth
- Forvis Mazars, LLP seeks a Wealth Strategist in Indianapolis, IN, to provide high-level advisory services for ultra-high net worth individuals and families, ensuring a holistic approach... ...extensive experience in tax and estate planning, proficiency in client engagement, and...SeniorHigh net worth
- ...services institution is hiring a Wealth Planner in Indianapolis, IN. This role requires delivering high-quality financial planning services to clients with a net worth of $1-10M. Responsibilities... ...and collaborating with wealth advisors. Candidates should have a Bachelor...SeniorHigh net worthWork at officeRemote workFlexible hours
- ...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
Bank of America
Indianapolis, IN3 days ago $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... ...managing relationships with High Net Worth (HNW) clients, understanding...SeniorHigh net worthWork at officeFlexible hoursKeyCorp
Indianapolis, IN1 day ago$121.9k - $262.1k
...ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary... ...wealth strategy expert for high-net-worth and ultra-high-net-worth... ...closely with Wealth Management Advisors (WMAs) and the broader... ...experience through advanced planning expertise. Please see below...SeniorHigh net worthBank staffShift workFifth Third
Indianapolis, IN2 days ago- 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
- ...Principia Private Wealth – Associate Financial Advisor 2 days ago Be among the first 25 applicants Get AI-... ...insurance, dental insurance, 401(k) plan, and life insurance. Daily responsibilities... ...objectives. Attract and retain high-net-worth clients by leveraging our team’s...High net worth
Thurston Capital
Indianapolis, IN3 days ago - ..., IN, responsible for providing tailored banking and wealth management solutions to high‑net‑worth individuals and families. Day‑to‑day responsibilities... ...affluent clients. Candidates should possess Financial Planning and Asset Allocation skills to design and implement...High net worthFull timeLocal area
CFBank
Indianapolis, IN4 days ago - ...Financial Advisor Valeo Financial Advisors is one of the largest... ...with tax and estate planning strategies. You will collaborate... ...for every Valeo client. A high degree of competence with Microsoft... ...and decisions to high-net-worth clients. Demonstrate a high...High net worthTemporary workWork at office
Valeo Financial Advisors LLC
Carmel, IN2 days ago $157.2k
...Private Client team helps high‑net‑worth individuals and multigenerational... ...approach that integrates wealth management, tax planning, and family office... ...Wealth Strategist serves as an advisor on the most complex... ...complex tax, estate, and legacy planning concepts into clear...High net worthWork at officeForvis Mazars US
Indianapolis, IN4 days ago- ...engagements across corporate, partnership, and high-net-worth individual tax work Serve as the... ...remote environment Oversee tax planning, compliance, and review processes while... ...support Supervise and mentor tax staff, seniors, and managers across multiple...SeniorHigh net worthRemote job
$25 - $38.46 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...entire client relationship with a plan-based approach to financial... ...and Key. Education High School Diploma, GED, or equivalent... ...relationships with high-net-worth clients, providing personalized...High net worthHourly payWork experience placementDay shiftKeyCorp
Indianapolis, IN3 days ago- ...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
- ...High Net Worth Wealth Advisor Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets,... ...complex financial priorities; those with a need for robust planning, asset management, estate or trust services, and private...High net worth
$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- ...Job Description Tax Senior– Remote | Public Accounting... ...while working with a high-caliber client portfolio... ...partnerships, and high-net-worth individuals. Provide strategic tax planning and compliance services,... ...relationships, acting as a trusted advisor on tax-related matters....SeniorHigh net worthRemote jobFull timeFlexible hours
$157.2k
...Private Client team helps high-net-worth individuals and multigenerational... ...approach that integrates wealth management, tax planning, and family office... ...Wealth Strategist serves as an advisor on the most complex... ...complex tax, estate, and legacy planning concepts into clear...High net worthHourly payWork at officeFlexible hours- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals... ..., and a proven track record in fundraising, particularly with high net-worth donors. The ideal candidate will have 8-12+ years' of progressive...SeniorHigh net worth
Confidential
Indianapolis, IN4 days ago - ...J.P. Morgan Chase is seeking a Private Client Advisor in Greenwood, Indiana, to provide comprehensive financial planning and investment advice to individuals and families. With a focus on relationship management, the ideal candidate will have at least two years of experience...
Aumni
Greenwood, IN4 days ago - ...range of clients, including high-net-worth individuals, families, and institutions... ...relied on Beacon Pointe's Wealth Advisors to help determine investment... ...develop strategic financial plans through our proprietary... ...investments, life and legacy planning, and impact initiatives...High net worth
Beacon Pointe
Indianapolis, IN16 hours ago - ...Merrill Wealth Management is a leading provider... ...wealth management, including planning for retirement, education, legacy, and other life goals through... ...Merrill’s Financial Advisors and Wealth Management Client... ...for working with high-net worth individuals identifying...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
$64.2k - $116.4k
...Chicago, Dallas, Denver, Fort Worth, Hartford, Houston, Manayunk... ...In the Engagement Business Advisor (EBA) – Senior Associate role, you will be... ...outcomes on engagements. Maintain high quality data and CRM hygiene... ...Proven attention to detail, planning, and organizational skills,...SeniorContract workWork experience placementSummer holidayWork at officeFlexible hoursEY
Indianapolis, IN16 hours ago- ...WealthBridge Financial Group is seeking a results-oriented Senior Wealth Advisor to join our team. In this position, you will engage with clients... ...solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Senior Wealth...Senior
$110k
...Description Job Description Senior Tax Advisor - Dental Practice Specialty... ..., and build long-term wealth. Our clients include dentists... ..., oral surgeons, and other high-net-worth business owners who need... ...clients. You will lead proactive planning conversations, develop and...SeniorHigh net worthFull timeRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor — High‑Net‑Worth & Legacy Planning. Be the first to apply!
Related searches
- financial planning administrator Indianapolis, IN
- financial advisor development program Indianapolis, IN
- wealth advisor Indianapolis, IN
- financial planner cfp Indianapolis, IN
- private wealth advisor Indianapolis, IN
- associate corporate finance Indianapolis, IN
- project finance associate Indianapolis, IN
- financial associate Indianapolis, IN
- strategic finance associate Indianapolis, IN
- estate planning consultant Indianapolis, IN