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Lead Wealth Advisor High-Net-Worth Families

Job in Indianapolis, Hamilton County, Indiana, 46262, USA
Listing for: Forvis Mazars, LLP
Full Time position
Listed on 2026-03-14
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Lead Wealth Advisor for High-Net-Worth Families
Location: Indianapolis

A leading wealth management firm in Indianapolis is seeking an experienced Wealth Management Advisor to lead a team serving high-net-worth clients. The role involves developing comprehensive strategies in financial and estate planning, investment management, and business development. Candidates should have a bachelor's degree, 10+ years of relevant experience, and a necessary certification like CFP, CPA, or JD. Strong communication skills and emotional intelligence are essential for success in this client-facing position.
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