General information

Name
High Net Worth Wealth Advisor
Ref #
2225663
Date Published
Tuesday, May 31, 2022
City
Indianapolis
State
Indiana
Country
United States
Job Category
Wealth Advisory
Department
Wealth Advisors
Office
BKD WA Central
Advertised Location
Indianapolis
Working time
Full Time

Description & Requirements

FORVIS is seeking to add an experienced Wealth Management professional to our FORVIS Private Client team. We focus on simplifying the complex financial lives of high-net-worth families. 

 

How you will contribute: 

  • Serving as the lead wealth advisor for a team providing an integrated suite of services to high-net-worth families. 
  • Working with a team of FORVIS Private Client professionals to assist families in creating a comprehensive wealth management strategy that focuses on: 
    • Family Governance & Administration 
    • Wealth Transfer Planning 
    • Investment Management 
    • Risk Management 
    • Philanthropic Strategies 
    • Technology 
    • Accounting & Tax Service 
  • Working with multiple generations within a family 
  • Developing/maintaining in-depth expertise and global knowledge of wealth management services 
  • Coordinating & working on multiple, concurrent client projects & completing assignments with minimal supervision 
  • Actively participating in business development activities to identify, pursue & acquire new clients 
  • Developing contacts with others in the business, professional or civic community 

 

We are looking for people with Forward Vision and: 

  • High emotional intelligence and a strong desire/empathy to serve high-net-worth families 
  • Ambition to be successful and is self-motivated 
  • A communications style that allows the ability to simplify the complex 
  • The ability to coordinate and work on multiple, concurrent projects with minimal supervision 

 

Minimum Qualifications: 

  • Bachelor's degree required 
  • 5 years or more of relevant experience providing wealth management 
  • Minimum of one of the following designations: JD, CFP, CPA/CFS, or CTFA 

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