General information

Ultra-High Net Worth Wealth Advisor
Ref #
Date Published
Tuesday, May 31, 2022
United States
Job Category
Wealth Advisory
Wealth Advisors
BKD WA Central
Advertised Location
Fort Wayne, Indianapolis
Working time
Full Time

Description & Requirements

We are seeking to add a Wealth Management professional to serve as an Associate Advisor who will assist senior wealth management advisors in working with ultra-high net worth families. 

How you will contribute: 

  • Supporting a Wealth Management team of advisors serving ultra-high net worth families 
  • Assisting families in creating comprehensive wealth management strategies including: 
    • Financial Planning 
    • Retirement Planning 
    • Investment Management 
    • Education Planning 
    • Estate & Legacy Planning including Trust Administration 
    • Survivor Assistance 
  • Developing/maintaining in-depth expertise and global knowledge of wealth management services 
  • Coordinating & working on multiple, concurrent client projects & complete assignments with minimal supervision 


We are looking for people who have Forward Vision and: 

  • Analytical and relationship skills to relate to individual client situations 
  • Attention to detail and ability to multi-task 
  • Ability to be a self-starter 
  • Willingness to travel as appropriate to serve our clients 


Minimum Qualifications: 

  • Bachelor's degree is required; Financial planning degree preferred 
  • 5 years or more of experience in a similar position 

Preferred Qualifications: 

  • Familiarity with the financial planning process 
  • Experience with eMoney financial planning software preferred 
  • Certified Financial Planner (CFP) or Certified Trust and Financial Advisor (CTFA) designation a plus