Director, Wealth Strategist
Forvis Mazars US, Indianapolis, IN, United States
Description & Requirements
The Private Client team helps high‑net‑worth individuals and multigenerational families manage financial complexity with confidence. Through a holistic approach that integrates wealth management, tax planning, and family office services, Forvis Mazars delivers personalized strategies aligned with each client’s goals, ensuring peace of mind and long‑term financial well‑being.
This role is a core component of the firm’s Wealth Strategy platform, operating at the intersection of advanced estate and family enterprise planning. The Wealth Strategist serves as an advisor on the most complex Private client engagements, partnering with Tax, Wealth Advisory, and other firm service lines to deliver integrated solutions for ultra‑high net worth (UHNW) individuals, multigenerational families and privately held business owners.
What You Will Do
Work in conjunction with existing advisors and external advisors to develop, recommend and implement complex tax and estate plans for clients.
Translate complex tax, estate, and legacy planning concepts into clear, actionable recommendations for clients, advisors, and relationship partners.
Lead and participate in multi‑advisor and multi‑generational client meetings involving family members, attorneys, trustees, and other external advisors.
Be an externally recognized thought leader in the Private Client area and, ideally, present at high‑level impact conferences or produce written materials.
Consult with clients and their attorneys on the benefits of estate planning and identify appropriate plans for estate taxes using knowledge of inheritance, gift, income, and estate taxes.
Advise families on governance, legacy planning, and long‑term stewardship considerations as part of holistic wealth strategies.
Collaborate with other planning resources on specific subject matters and partner in the acquisition of new clients.
Conduct and review research, as appropriate, and develop tax, estate and other analyses and plans, making generally accepted recommendations to the team and clients.
Provide direction to and oversee Private Client personnel in the development of work product.
Maintain current in‑depth knowledge of a full range of estate planning‑oriented services (e.g., personal trusts, living trusts, wills, estate and tax planning).
Maintain periodic contact with clients in coordination with the relationship partner.
Deepen existing relationships by working with integrated Private Client teams.
Retain, expand, and deepen existing relationships in collaboration with relationship partners.
Identify solutions and services as sales opportunities to enhance existing client relationships.
Develop new client relationships through networking, prospecting, and referrals by being actively involved in networking at key organizations.
Assess and effectively manage all the risks associated with their business objectives and activities to ensure adherence to and support of Enterprise Risk.
Apply knowledge of business concepts, tools, and processes to make sound decisions in diverse situations.
Act as a representative of the Wealth Strategy platform internally and externally, modeling best practices in collaboration, judgment, and client leadership.
Minimum Qualifications
Bachelor’s degree in a related field.
CPA license, CTFA, LLM, or JD.
Minimum of 9+ years of professional client‑facing experience.
Proficiency in Microsoft Office Suite.
Preferred Qualifications
Previous experience working in law, tax services and consulting, financial services, wealth management, or financial planning.
Knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate, and tax planning), including fee structures and documentation.
Regular travel required, including in‑person client meetings, family engagements, internal planning sessions, and advisor collaboration.
Travel may include multi‑day engagements and attendance at conferences, client events, or firm initiatives based on business and client needs.
A willingness and ability to travel is essential to support relationship development, complex planning discussions, and client trust‑building.
Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity or other protected classifications.
It is Forvis Mazars, LLP’s standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. It further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter has a signed vendor agreement with Forvis Mazars, LLP.
Illinois Wage Transparency
Pursuant to Illinois’ Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual. For more information on benefits, please visit https://resourcecenter.forvismazars.us/.
IL Minimum Salary (USD): $157200
IL Maximum Salary (USD): $326600
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The Private Client team helps high‑net‑worth individuals and multigenerational families manage financial complexity with confidence. Through a holistic approach that integrates wealth management, tax planning, and family office services, Forvis Mazars delivers personalized strategies aligned with each client’s goals, ensuring peace of mind and long‑term financial well‑being.
This role is a core component of the firm’s Wealth Strategy platform, operating at the intersection of advanced estate and family enterprise planning. The Wealth Strategist serves as an advisor on the most complex Private client engagements, partnering with Tax, Wealth Advisory, and other firm service lines to deliver integrated solutions for ultra‑high net worth (UHNW) individuals, multigenerational families and privately held business owners.
What You Will Do
Work in conjunction with existing advisors and external advisors to develop, recommend and implement complex tax and estate plans for clients.
Translate complex tax, estate, and legacy planning concepts into clear, actionable recommendations for clients, advisors, and relationship partners.
Lead and participate in multi‑advisor and multi‑generational client meetings involving family members, attorneys, trustees, and other external advisors.
Be an externally recognized thought leader in the Private Client area and, ideally, present at high‑level impact conferences or produce written materials.
Consult with clients and their attorneys on the benefits of estate planning and identify appropriate plans for estate taxes using knowledge of inheritance, gift, income, and estate taxes.
Advise families on governance, legacy planning, and long‑term stewardship considerations as part of holistic wealth strategies.
Collaborate with other planning resources on specific subject matters and partner in the acquisition of new clients.
Conduct and review research, as appropriate, and develop tax, estate and other analyses and plans, making generally accepted recommendations to the team and clients.
Provide direction to and oversee Private Client personnel in the development of work product.
Maintain current in‑depth knowledge of a full range of estate planning‑oriented services (e.g., personal trusts, living trusts, wills, estate and tax planning).
Maintain periodic contact with clients in coordination with the relationship partner.
Deepen existing relationships by working with integrated Private Client teams.
Retain, expand, and deepen existing relationships in collaboration with relationship partners.
Identify solutions and services as sales opportunities to enhance existing client relationships.
Develop new client relationships through networking, prospecting, and referrals by being actively involved in networking at key organizations.
Assess and effectively manage all the risks associated with their business objectives and activities to ensure adherence to and support of Enterprise Risk.
Apply knowledge of business concepts, tools, and processes to make sound decisions in diverse situations.
Act as a representative of the Wealth Strategy platform internally and externally, modeling best practices in collaboration, judgment, and client leadership.
Minimum Qualifications
Bachelor’s degree in a related field.
CPA license, CTFA, LLM, or JD.
Minimum of 9+ years of professional client‑facing experience.
Proficiency in Microsoft Office Suite.
Preferred Qualifications
Previous experience working in law, tax services and consulting, financial services, wealth management, or financial planning.
Knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate, and tax planning), including fee structures and documentation.
Regular travel required, including in‑person client meetings, family engagements, internal planning sessions, and advisor collaboration.
Travel may include multi‑day engagements and attendance at conferences, client events, or firm initiatives based on business and client needs.
A willingness and ability to travel is essential to support relationship development, complex planning discussions, and client trust‑building.
Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity or other protected classifications.
It is Forvis Mazars, LLP’s standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. It further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter has a signed vendor agreement with Forvis Mazars, LLP.
Illinois Wage Transparency
Pursuant to Illinois’ Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual. For more information on benefits, please visit https://resourcecenter.forvismazars.us/.
IL Minimum Salary (USD): $157200
IL Maximum Salary (USD): $326600
#J-18808-Ljbffr