• Wealth Management Senior Advisor

    Job Locations US-IN-Indianapolis
    Posted Date 3 months ago(6/27/2019 3:58 PM)
    Job ID
    Wealth Advisors
  • 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 a lead client advisor to affluent families in our Indianapolis practice.


    • Serve as the lead wealth management advisor for a team helping affluent families identify and prioritize their goals & dreams. Oversee the design and ongoing implementation of a comprehensive wealth management plan for clients.
    • Maintain/Develop in-depth expertise and global knowledge of wealth management services including financial planning, and investment management concepts
    • 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 lead and participate in business development activities to identify, pursue & acquire new clients
    • Develop contacts with others in the business, professional or civic community


    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 overseeing associate advisors is a plus

    Required Experience:

    Minimum: Bachelor’s degree

    Minimum: 5 years of wealth management/financial services experience

    Minimum: Must possess one of the following: JD, CFP, CPA/PFS, CTFA, or CIMA



    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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