BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
124-002-811

Job Type:
Permanent

Title:
Financial Advisor

Location:
Hoffman Estates | Palatine | Barrington

Description:
Summary:
Our client, a leading Bank with long track record and stable future, is looking
to add to their Financial Advisor team. These roles do not require pavement
pounding or cold calling?they are within Branches that will have a seasoned
banker whose dedicated role is to set up appointments (average 12 a week) with
prospective clients with $250k to $1 million in investable assets.

Responsibilities/Accountabilities:
Provide financial/investment planning and advice, primarily to customers of the
Bank, including the sale of appropriate products/services to fulfill identified
needs: individual mutual funds/mutual fund wrap accounts/ETF wrap
accounts/multi-manager accounts/separately managed
accounts/insurance/annuities/529 plans/401(k) plans
Increase assets under management by prospecting customer base through outbound
calling campaigns/seminars and cultivation of branch employee referrals
Provide superior service to client base
Build/maintain strong working relationships within the bank environment
Cross-sell/refer to other areas within the organization
Comply with firm and regulatory requirements/policies

Requirements:
2+ years of sales production experience in the financial services industry
required
Series 7 & Series 63 required; Series 65 or Series 66 preferred (must
be acquired within 90 days)
Insurance producer?s license preferred (must be acquired within 90 days)
CFP preferred
Strong working knowledge of financial industry
Experience working with managed products and providing fee-based advice or
financial planning services a plus
High level of integrity (Clean U4)
BA/BS and CFP preferred; high school education or equivalent work experience
required


Category:
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Contact:
tony@bcius.com