About this role
Director, Wealth Advisory - Indianapolis, Indiana, United States at Forvis Mazars, LLP. Location: Indianapolis, Indiana, United States. Role: leading team, advising clients, developing business Requirements: Bachelor's degree required; 10+ years as lead wealth advisor to high-net-worth families; CFP, CPA, CTFA, or JD required; experience with financial planning, investment and estate strategies; strong client service and business development skills. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, cpa, ctfa, jd Commitment: Full Time Workplace: Onsite Languages: English