Indiana

Wealth Advisor Associate

Job description          

Responsibilities BKD Wealth Advisors, LLC, a wholly owned subsidiary of BKD, LLP is seeking an experienced Wealth Management professional with strong client service and wealth management skills to serve as an Associate Advisor to affluent families in our Indianapolis practice.
Responsibilities:
Serve as a wealth management advisor on a team helping affluent families identify and prioritize their goals & dreams. Contribute to the design and ongoing implementation of a comprehensive wealth management plan for clients. Maintain/Develop in-depth technical expertise and global knowledge of wealth management services including financial planning, and investment management concepts Interact with custodians and corporate trustees in administering trusts documents Coordinate & work on multiple, concurrent client projects & complete assignments with minimum supervision Has thorough understanding of technical requirements & firm policy related to wealth management client services & is able to propose practical, supportable client solutions Actively support business development activities to identify, pursue & acquire new clients Develop contacts with others in the business, professional or civic community Qualifications Required Experience: Bachelor’s degree in related field required Minimum of 4 years of wealth management/financial services experience Must possess one of the following: JD, CFP, CPA/PFS, CTFA, or CIMA
Required Skills: High emotional intelligence and strong desire/empathy to serve affluent families Experience delivering comprehensive wealth management services to affluent families Requires an individual who is a self-starter Must be passionate about serving clients Must be able to coordinate and work on multiple, concurrent projects Must be able to complete assignments with minimal supervision Experience helping grow a wealth management practice
Experience the BKD difference for yourself.
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Responsibilities BKD Wealth Advisors, LLC, a wholly owned subsidiary of BKD, LLP is seeking an experienced Wealth Management professional with strong client service and wealth management skills to ...