Service Advisor Service Advisor …

Bkd Llp
à Galena Park, TX, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Competitive
Bkd Llp
à Galena Park, TX, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Competitive
Service Advisor
Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job. Returning Candidate? Lead Wealth Advisor | Private Client Services Team Job Locations US-TX-Houston Posted Date 2 weeks ago(7/28/2020 9:10 AM) Job ID 2020-6900 Category Wealth Advisors Responsibilities

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 Houston practice. We focus on simplifying the complex financial lives of ultra-affluent families.

  • 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
    • Investment Management
    • Risk Management
    • Philanthropic Strategies
    • Technology
    • 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
Qualifications
  • Minimum of a Bachelor's degree required; JD preferred
  • Minimum of 7 years of relevant experience providing wealth management/family office services
  • Minimum of one of the following designations required:  JD,CFP, CPA/CFS, or CTFA
  • 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

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.

Overview

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: .

Make your next play at BKD.

About 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 .

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Equal Opportunity Employer Veterans/Disabled

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