Forvis Mazars, LLP is seeking a Senior Managing Advisor to lead a Wealth Advisory team serving high-net-worth clients in Indianapolis. You will develop and monitor comprehensive wealth strategies, including financial planning, retirement, education funding, estate and trust services.
This role requires 7+ years as lead wealth advisor and one of CFP, CPA, CTFA, or JD, with strong client service and leadership skills.
#J-18808-LjbffrSenior Wealth Advisor & Team Leader for HNW Clients in indianapolis at Unknown Company
This position is listed as full time and onsite.