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 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor — High‑Net‑Worth & Legacy Planning in Indianapolis, IN vacancy
$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 worthSatori Digital
Indianapolis, IN19 hours ago- Forvis Mazars US in Indianapolis seeks a Wealth Management professional to deliver personalized financial strategies for high-net-worth clients. The ideal candidate will assist... ...years of relevant experience in financial planning are essential, along with required certifications...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
- Curvion Blue in Indianapolis is seeking a Senior Wealth Strategy Consultant to engage in... ..., focusing on advanced retirement tax planning. The role involves conducting 25-30 pre... ...designation and have experience working with high-net-worth individuals. The position offers...SeniorHigh net worthRemote jobFlexible hours
- ...Corporations, C Corporations, Partnerships, and high-net worth individuals. Identify tax-saving opportunities and provide proactive planning and consulting. Help business owners make... ...businesses. We are building on a strong legacy and looking for a talented professional...SeniorHigh net worthRemote workFlexible hours
- ...Senior Wealth Planner The Senior Wealth Planner is a... ...of Allworth's Wealth Planning Team, responsible for... ...planning solutions for high-net-worth and ultra-high net... ...collaborates with Allworth Advisors, the Custodial... ...philanthropic, liquidity, and legacy planning...SeniorHigh net worthFull timeContract workPart timeInternshipWork at officeFlexible hours
Allworth Financial
Indianapolis, IN19 hours ago - Allworth Advisors seeks a Senior Wealth Planner to deliver customized, sophisticated planning for high-net-worth and ultra-high-net-worth clients and families. You’ll lead complex engagements across estate, tax, business, and liquidity planning, collaborating with internal...SeniorHigh net worth
- ...Summary The Senior Wealth Planner is a critical member of Allworth’s Wealth Planning Team, responsible for delivering... ...solutions for high-net-worth and ultra-high net worth... ...with Allworth Advisors, the Custodial Referral... ...philanthropic, liquidity, and legacy planning Collaborate...SeniorHigh net worthFull timeContract workPart timeWork experience placementInternshipWork at officeFlexible hours
Allworth Airline Advisors (Formerly RAA)
Indianapolis, IN19 hours ago $77.9k - $199k
...charitable giving. We continually seek highly motivated and talented individuals as... ...filled.We are currently seeking a High Net Worth Wealth Advisor. This group is a business designed for... ...; those with a need for robust planning, asset management, estate or trust services...High net worth$90k - $120k
Tax Senior / Tax ManagerAre you ready to elevate your career with... ...tax compliance and strategic planning engagements. This dynamic role empowers you to manage high-net-worth individual and corporate accounts... ...(UHNWI), focusing on wealth preservation, income optimization...SeniorHigh net worthWork at officeHome office- Fifth Third Bank seeks a Business Transition Senior Strategist to guide wealth planning for high-net-worth business owners through ownership transitions. You will partner with Wealth Management Advisors, Commercial Relationship Managers, and Investment Banking to craft...SeniorHigh net worth
- ...Mazars, LLP in Indianapolis is looking for a Wealth Management professional to develop personalized financial strategies for high-net-worth clients. The candidate will assist... ...and 5+ years of experience in financial planning. Desired certifications such as CFP or CPA...High net worthFlexible hours
- ...Mazars, LLP is seeking an experienced Wealth Management professional in Indianapolis... ...role involves leading a team to assist high-net-worth clients with comprehensive wealth management... ..., including financial and retirement planning. Candidates should have at least 10...SeniorHigh net worth
- Osaic is seeking a Senior Financial Planning Strategist for the High Net Worth Planning Services team. This role requires deep knowledge of estate, business, and... ...to present planning solutions to financial advisors for high-net-worth clients. The position emphasizes...SeniorHigh net worthRemote job
- 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
- Osaic seeks a Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role requires deep expertise in estate, business, and tax... ...present tailored planning solutions to financial advisors for high-net-worth clients. The position demands 1...SeniorHigh net worthRemote job
$90k - $120k
...Tax Senior - Wealth Management We are a premier wealth management... ...preparation, review, and strategic planning. Position Highlights... ...with wealth management advisors to deliver holistic financial... ...manage complex tax profiles and high net worth client portfolios Strong...SeniorHigh net worthWork at officeLocal areaRemote workDelta Wealth Advisors
Indianapolis, IN7 hours ago- ...nationally recognized wealth management, retirement... ...for an SVP, Lead Wealth Advisor to join its Carmel, Indiana... ..., and work alongside a highly collaborative team with... ...book of high-net-worth client relationships with... ...a long-term succession plan already in place. Deliver...High net worthWork at officeLocal areaImmediate start
Judson Group
Carmel, IN1 day ago - ...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...SeniorWork at officeRemote workFlexible hours
Huntington Bancshares, Inc.
Indianapolis, IN3 days ago $121.9k - $262.1k
...Senior Wealth Strategist Make banking a Fifth Third better® We connect... ...wealth strategy expert for high-net-worth and ultra-high-net-worth... ...with Wealth Management Advisors (WMAs) and the broader Private... ...through advanced planning expertise. Please see below...SeniorHigh net worthBank staffShift workFifth Third Bancorp
Indianapolis, IN3 days 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
WealthBridge Financial Group
Cumberland, 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
Solid Rock Recruiting LLC
Indianapolis, IN15 days ago $120k - $150k
...Description Job Description Senior Tax Advisor – Fully Remote $120,000–$150... ...work, this opportunity is worth a conversation. We're... ...to focus on tax strategy, planning, and client relationships .... ...advisor to business owners and high-net-worth clients, helping them...SeniorHigh net worthRemote workSolid Rock Recruiting LLC
Indianapolis, IN4 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
$139.2k - $293.5k
...investment and estate planning vehicles. Our... ...multidisciplinary team delivers highly tailored... ...estate, gift, and wealth planning matters. We are seeking a Senior Tax Manager with... ...ultra-high-net-worth (UHNW) individual,... ...clients and their advisors, leading complex engagements...SeniorHigh net worthWork at officeLocal areaRemote workWorldwide$90k - $130k
CAPTRUST is seeking a Centralized Wealth Planning Senior Specialist who will work directly with our... ...Will work closely with financial advisors, client service, and peers on the Wealth... ...with Financial Planning for high net worth clients including being able to lead...SeniorHigh net worthWork at officeLocal area$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 hoursSolid Rock Recruiting LLC
Indianapolis, IN1 day ago$105.4k - $207.8k
...Recruiting for this role ends on 08/26/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible for…... ...strategiesDeveloping business cases, synergy assessments, and implementation plans aligned to client objectivesCreating client-ready presentations,...SeniorLocal areaVisa sponsorship- ...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, IN2 days ago $96k - $181k
...IndianaJob SummaryThe Wealth Planner (Planner) is responsible... ...delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects.... ....Ability to coach advisors on both technical and consultative... ...in estate and legacy planning for multi-...High net worthFull timeWork experience placementWork at officeFlexible hoursNight shift
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 planner cfp Indianapolis, IN
- senior financial advisor Indianapolis, IN
- strategic finance associate Indianapolis, IN
- oracle financial functional consultant Indianapolis, IN
- associate leveraged finance Indianapolis, IN
- entry level financial advisor Indianapolis, IN
- wealth advisor associate Indianapolis, IN
- junior oracle financial functional consultant Indianapolis, IN
- financial advisor development program Indianapolis, IN
- jde finance consultant Indianapolis, IN