Managing Advisor, Wealth Advisory

Forvis Mazars, LLP
United States, Indiana, Indianapolis
820 Massachusetts Avenue (Show on map)
Mar 07, 2026
General information Name Managing Advisor, Wealth Advisory Posting Title Managing Advisor, Wealth Advisory Ref # 2236200 Date Published Thursday, December 18, 2025 City Indianapolis State Indiana Country United States Job Category Wealth Advisory Advertised Location US-IN-Indianapolis Working time Full Time Description & Requirements Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and institutions. Taking a holistic approach, we align near-term needs with long-term goals to create clarity and confidence. Our integrated professionals simplify financial complexities, crafting tailored plans and adaptive investment strategies rooted in each client's values and vision for the future. What You Will Do: Serve on a team of Wealth Management professionals serving high-net-worth clients Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies including: Financial Planning Retirement Planning Investment Management Education Planning Estate & Legacy Planning Trust Administration Survivor Assistance Develop/maintain in-depth expertise and global knowledge of wealth management services Manage and prioritize multiple, concurrent client projects, ensuring timely delivery and budget adherence while maintaining clear, strategic communication across all levels. Engage in business development by cultivating professional relationships and identifying opportunities to acquire new clients. Minimum Qualifications: Bachelor's Degree 5+ years of relevant experience in financial planning, including serving as a lead advisor to high-net-worth families One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JD Preferred Qualifications: Financial Planning Degree #LI-IND #LI-AF1 About Forvis Mazars, LLP Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm's 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more. Forvis Mazars, LLP is an equal opportunity/affirmative action employer. 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 standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.