Senior Private Wealth Strategy Lead
Forvis Mazars, LLP
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 to financial management. This position requires extensive experience in tax and estate planning, proficiency in client engagement, and the ability to work collaboratively with a team. The ideal candidate will have at least 9 years of client-facing experience and relevant qualifications such as a CPA or equivalent. Travel is required for client meetings and other engagements. #J-18808-Ljbffr Forvis Mazars, LLP
Vacancy posted 2 days ago
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