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Head of Wealth Advisory High-Net-Worth Clients

Job in Indianapolis, Hamilton County, Indiana, 46262, USA
Listing for: Forvis Mazars
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Head of Wealth Advisory for High-Net-Worth Clients
Location: Indianapolis

A leading wealth management firm in Indianapolis seeks an experienced individual to lead a team serving high-net-worth clients. The role involves developing comprehensive wealth management strategies, business development, and maintaining expertise in the wealth management sector. Candidates should have a Bachelor's degree, over 10 years of experience as a wealth management advisor, and required certifications such as CFP or CPA.

Exceptional client service and communication skills are essential for success in this position.
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