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:
1018-2

Job Type:
Permanent

Title:
Senior Wealth Advisor (1018-2)

Location:
Indianapolis, IN

Description:
Summary/Responsibilities:
Investment advisory firm dedicated to wealth management/portfolio
management/financial planning needs of clients seeks a Senior Wealth Advisor
for a relationship management-focused role
Firm will provide leads/existing clients to service (70% following-up with
and conducting presentations for firm-generated leads), but the Senior
Wealth Advisor should be prepared to generate leads by leveraging
relationships/contacts, being involved in the community, sitting on boards,
etc. (30%)
Firm is independent/employee-owned, and offers minimal red tape/bureaucracy
and a great deal of freedom in how to serve clients
Proactive communication and impeccable level of client service
Ongoing advice/consultation with clients to earn/maintain confidence as
trusted advisor
Bear ultimate responsibility for client relationships/retention
Build/maintain professional networks to foster new client development
Comprehensive wealth planning/portfolio management customized to clients?
needs

Requirements:
15+ years or more of prior experience in investments, financial planning,
public accounting, or other capacity that has provided relevant
experience/relationships
Bachelor?s degree (prefer finance or related field) required; MBA/Master?s
degree preferred
Additional credentials (CPA, CFP or CFA) are a plus
Strong understanding of financial services industry, especially wealth
management/investment management/financial planning
Previous experience with high net worth clients/families preferred
Positive attitude and high energy level; ability to handle multiple tasks
and shifting priorities
Demonstrated strong presentation, interpersonal, relationship management,
and written/verbal communication skills


Category:
Asset Management

Contact:
nathan@bcius.com