Forvis Mazars US ยท 1 day ago
Senior Advisor, Wealth Advisors
Indianapolis, IN
Full-time
Onsite
Mid, Senior Level
2+ years expForvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and institutions. The role involves supporting a Wealth Management team, assisting families in creating comprehensive wealth management strategies, and actively supporting business development activities to acquire new clients.
AccountingConsultingFinancial Services
Responsibilities
Supporting a Wealth Management team of advisors serving affluent families
Assisting families in creating comprehensive wealth management strategies including:
Financial Planning
Retirement Planning
Investment Management
Education Planning
Estate & Legacy Planning
Survivor Assistance
Develop/maintain in-depth expertise and global knowledge of wealth management services
Actively support business development activities to identify, pursue & acquire new clients
Qualification
Required
Bachelor's Degree
2+ years of relevant professional experience, including experience in financial planning
Current and valid Certified Financial Planner (CFP) designation or eligible to sit for the exam
Preferred
Financial Planning Degree
Company
Forvis Mazars US
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network.
5001-10000 employees
H1B Sponsorship
Forvis Mazars US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (11)
2023 (15)
2022 (2)
Funding
Current Stage
Late StageLeadership Team
T
Tom Watson
Chief Executive Officer
G
Gregory Shoemaker
Chief Technology Officer
Company data provided by crunchbase