• Wealth Management Senior Advisor – Family Office

    Job Locations US-IN-Indianapolis
    Posted Date 2 months ago(12/5/2018 12:46 PM)
    Job ID
    Wealth Advisors
  • Responsibilities

    BKD Wealth Advisors, LLC, a wholly owned subsidiary of BKD, LLP is seeking to add an experienced Wealth Management professional to its Family Office wealth management team in our Indianapolis, IN practice. BKD Family Office focuses on simplifying the complex financial lives of ultra-affluent families.

    • Serve as the lead advisor for a Family Office wealth advisory team providing an integrated suite of services to multiple ultra-affluent families
    • 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 Services
    • Work with multiple generations within a family
    • Develop/maintain in-depth expertise and global knowledge of wealth management services
    • Coordinate & work on multiple, concurrent client projects & complete assignments with minimal supervision
    • Actively participate in business development activities to identify, pursue & acquire new clients
    • Develop contacts with others in the business, professional or civic community


    Our ideal candidate will possess the following skills:

    • High emotional intelligence and strong desire/empathy to serve ultra-affluent families
    • Highly developed communications style and the ability to simplify the complex
    • Requires an individual who is a self-starter
    • Must be able to coordinate and work on multiple, concurrent projects with minimal supervision
    • Prior experience serving ultra-affluent families a plus

    Minimum: Bachelor’s degree, JD preferred

    Minimum of 7 years of experience providing wealth management/family office services

    Possessing a JD and/or having one of the following designations is required CFP, CPA/PFS, CTFA


    Experience the BKD difference for yourself. For more information about our firm locations, visit bkd.com. BKD, 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.


    BKD does not accept unsolicited referrals or resumes from any source other than directly from candidates. We will not consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services and recruiting agencies. BKD will not pay a fee to a recruiter or agency that does not have a signed BKD vendor agreement. Any resume or CV submitted to any employee of BKD without having a BKD vendor agreement in place will be considered property of BKD. BKD will not be held liable to pay a placement fee.


    BKD is a place where people build careers, gain new skills and enjoy big firm resources with a small firm approach to teamwork and camaraderie. We focus on providing unmatched client service to everyone we encounter—both in the marketplace and in our offices.  We also offer the support, resources and opportunities you need to further develop your career. We listen to learn, combine innovation with practicality and give back to the communities where we live and work.

    See what we offer new hires in terms of competitive compensation, People First benefits and paid time off.


    Take your career to the next level at BKD.


    About BKD

    BKD, LLP, a national CPA and advisory firm, can help individuals and businesses realize their goals. Our approximately 2,650 dedicated professionals provide solutions for clients in all 50 states and internationally. BKD and its subsidiaries offer a variety of tax, accounting and consulting services and combine the insight and ideas of thought leaders in multiple industries. Learn more at bkd.com.



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