Wealth Management Senior Advisor

BKD, LLP   •  

Chicago, IL

Industry: Accounting, Finance & Insurance

  •  

8 - 10 years

Posted 179 days ago

This job is no longer available.

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 Chicago 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

Qualifications

Our ideal candidate will possess the following skills:

  • Possessing a JD and/or having one of the following designations is required CFP, CPA/PFS, CTFA
  • Bachelor's degree in a related field required
  • Minimum of 7 years experience providing wealth management/family office services
  • 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.

Job ID 2018-4987