BKD, LLP Lead Wealth Advisor | Private Client Services Team in St. Louis, Missouri
BKD Wealth Advisors, LLC, a wholly owned subsidiary of BKD, LLP is seeking to add an experienced Wealth Management professional to its Private Client Services team in our St. Louis practice. We focus on simplifying the complex financial lives of ultra-affluent families.
What You Will Do:
Serve as the lead wealth advisor for a team providing an integrated suite of services to ultra-affluent families.
Work with a team of Private Client Services professionals to assist families in creating a comprehensive wealth management strategy that focuses on:
Family Governance & Administration
Wealth Transfer Planning
Accounting & Tax Service
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
A Successful Trusted Advisor Has:
High emotional intelligence and a strong desire/empathy to serve ultra-affluent families
Ambition to be successful and is self-motivated
A communications style that allows the ability to simplify the complex
The ability to coordinate and work on multiple, concurrent projects with minimal supervision
Bachelor's degree required
7 years or more of relevant experience providing wealth management/family office services
Minimum of one of the following designations: JD, CFP, CPA/CFS, or CTFA
- Juris Doctor degree
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.
It is BKD’s standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
BKD expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
BKD further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with BKD.
Any resume or CV submitted to any employee of BKD without having a BKD vendor agreement in place will be considered the property of BKD.
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: bkd.com/careers/our-investment-in-our-people.
Make your next play at 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 bkd.com.