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Wealth Management Senior Advisor Job Locations US-IL-ChicagoPosted Date 1 day ago(1/30/2020 9:51 AM) Job ID 2020-6497 Category Wealth Advisors
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 Chicago practice.
This position will be based in our Oakbrook Terrace, IL office with occasional travel to our Willis Tower downtown location.
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
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
Minimum: Bachelor's degree
Minimum: 5 years of wealth management/financial services experience
Minimum: Must possess one of the following: CFP (preferred), CPA/PFS, CTFA, JD 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.
At BKD, our mission is to provide rewarding career opportunities and invest in the success of our people. Through award-winning learning and development, coaching and career advocacy programs, you will have the tools to make every play count and reach your professional goals. Along the way, you will have the opportunity to influence innovation and build long-lasting relationships. As a BKDer, you will be able to learn, lead, serve and be recognized for your contributions.
As a part of our People First culture, we invest in the well-being of our Trusted Advisors so they can provide Unmatched Client Service®. Click here to learn how we invest in our people: .
Make your next play at BKD.
About BKD BKD, a national CPA and advisory firm, can help individuals and businesses realize their goals. Our approximately 2,900 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 .
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Equal Opportunity Employer Veterans/Disabled
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