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Senior Wealth Advisory Director for HNW Families

Forvis Mazars US, Indianapolis, Indiana, us, 46262

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A leading wealth management firm in Indianapolis is looking for an experienced Wealth Management Advisor to lead a team serving high-net-worth clients. The role involves developing and implementing comprehensive wealth strategies, assisting clients with financial and retirement planning, and participating in business development efforts. Candidates should possess a Bachelor's degree, relevant certifications, and at least 10 years of experience in wealth management. This offers a unique opportunity in a collaborative environment that prioritizes client service. #J-18808-Ljbffr