Associate Advisor

Company: BKD
Location: Kansas City
Posted on: September 15, 2020

Job Description:

ResponsibilitiesBKD Wealth Advisors, LLC, a nationally recognized Registered Investment Advisor, and wholly owned subsidiary of BKD, LLP a national CPA and Advisory firm, is seeking to add a Wealth Management professional to serve as an Associate Advisor who will assist senior wealth management advisors in working with affluent families.

Role Responsibilities:

• 
  
  
• Support a Wealth Management team of advisors serving affluent families
  
• Assist families in creating comprehensive wealth management strategies including:
  
  
  
  • 
    
    
  • Financial Planning
    
  • Retirement Planning
    
  • Investment Management
    
  • Education Planning
    
  • Estate & Legacy Planning
    
  • Survivor Assistance
    
    
    
    
  • 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 support business development activities to identify, pursue & acquire new clients
    
    
    Qualifications
    
    
    
    • 
      
      
    • Bachelor's degree is required; Financial planning degree preferred
      
    • This is an entry level role that does not require professional experience. However, up to 3 years related experience preferred
      
    • Ability to pass Series 65 test within 6 months is required
      
    • Certified Financial Planner (CFP) designation a plus, but not required initially
      
    • Requires an individual who is a self-starter
      
    • Must be passionate about serving clients
      
    • Familiarity with the financial planning process is desired
      
    • Ability to effectively communicate with both internal and external clients
      
    • Some travel required
      
      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.OverviewAt 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.
      
      About BKDBKD, 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.

Keywords: BKD, Kansas City , Associate Advisor, Other , Kansas City, Kansas