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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
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