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UHNW Wealth Strategy Director

Forvis Mazars US, Indianapolis, IN, United States


Forvis Mazars US is seeking a Wealth Strategist in Indianapolis, Indiana. This role is crucial for the firm's Wealth Strategy platform and involves advising ultra-high net worth clients and families on complex financial matters. Candidates must have a bachelor's degree in a related field, a CPA license or equivalent, and at least 9 years of client-facing experience. Excellent knowledge of estate planning, governance, and a willingness to travel is essential. Competitive salary based on experience. Offers growth opportunities and a collaborative work environment.
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