Wealth Strategy Analyst

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2226158

Position Title:

External Description: Description & Requirements

How you will contribute:

• Supporting Wealth Strategists with developing and preparing existing and prospective clients' financial plans, analysis, and models, which may encompass investment, retirement, estate, gift, and income tax planning, business succession, and exit planning, and risk management
• Reviewing and analyzing flowchart estate planning documents and drafting initial financial forecasts
• Executing and delivering on special projects as needed
• Assisting with marketing efforts through the preparation of presentations to facilitate securing current and future business and to build credibility in the local marketplace
• Reviewing communication materials for updates on product and service offerings, policy and procedure changes, and personnel and risk management updates.
• Working in conjunction with a Regional Wealth Strategist to gather client data (e.g., estate planning instruments, assets, liabilities, income, and expenses) and produce targeted, specific analyses based on that data
• Preparing and analyzing balance sheets, financial projections, and transfer tax illustrations
• Researching fundamental issues related to estate and financial planning including the effectiveness of estate tax savings strategies, charitable planning, retirement planning, and investment issues
• Participating in internal and external client meetings where appropriate
• Administrative duties as needed

We are looking for people with Forward Vision and:

• Ability to interact appropriately with internal and external clients to gather necessary data and help set appropriate client expectations regarding the scope and timing of deliverables
• Ability to be highly organized with strong attention to detail
• Strong analytical skills
• Strong written and oral communication and interpersonal skills

Minimum Qualifications:

• 3 years or more of experience in a similar position within a CPA firm, law firm, or RIA setting

Preferred Qualifications:

• CFP® or enrollment in a CFP program
• JD, CPA, CFA, MST, MBA (or progress thereto), or equivalent work experience
• Estate Planning Skills: Basic understanding of the transfer tax system and core tax savings strategies such as annual gifts and GST trusts. Familiarity with advanced concepts such as charitable and non-charitable split-interest trusts (CRTs, CLTs, GRATs, QPRTs)
• Software Skills: Word, Excel, and PowerPoint, including various analytical and stochastic models. Experience with eMoney
• Financial Planning Skills: Basic understanding of a wide range of subject matters including income taxation, stock options, insurance, investments, retirement planning, and cash flow modeling

#LI-AG1 #LI-IND

City: Indianapolis

State: Indiana

Community / Marketing Title: Wealth Strategy Analyst

Location_formattedLocationLong: Indianapolis, Indiana US

CountryEEOText_Description:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our FORVIS team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.

About FORVIS

FORVIS is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences™. Ranked among the top 10 public accounting firms in the country, FORVIS has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit forvis.com for additional information.

FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.