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:
1092-1

Job Type:
Permanent

Title:
Financial Advisor (1092-1)

Location:
Indianapolis, IN

Description:
SUMMARY:
Wealth Advisory/Family Office firm seek a knowledgeable/experienced CFP with a
strong client orientation to join their firm in a role providing financial
advice to wealthy families/closely-held business owners. Firm has a robust
pipeline of incoming business and this role will not involve prospecting for
clients or cold calling.

RESPONSIBILITIES:
Sit in on most client meetings and communicate with several clients on a daily
basis
Analyze client?s situation and create framework of financial blueprint then
design personalized reports
Some phone calls with client attorneys/accountants/bankers/etc.
Some travel would be required?in person visits with select clients one to two
times per quarter

REQUIREMENTS:
3-8 years of working with high-net worth clients or closely-held business
owners
CFP required; will consider candidates who are close to completing the
certification process
CPA a plus but not required


Category:
Alternative Investments // Asset Management // Banking // Broker Dealer

Contact:
tony@bcius.com