General information

Name
Ultra-High Net Worth Wealth Advisor
Ref #
2224555
Date Published
Tuesday, May 31, 2022
City
Indianapolis
State
Indiana
Country
United States
Job Category
Wealth Advisory
Department
Wealth Advisors
Office
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 

#LI-AG1 #LI-FTW #LI-IND