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:
1113-1

Job Type:
Permanent

Title:
Branch Manager/Financial Adviser (1113-1)

Location:
Lansing, Michigan

Description:
Michigan-based brokerage/financial planning/investment advisory firm seeks a
licensed Branch Manager/Financial Advisor to manage the branch and provide
investment advice across various financial products/services to meet branch
sales goals.

RESPONSIBILITIES:
Direct all operational aspects: customer service, HR, administration and
sales
Assess local market and identify sales opportunities
Develop forecasts/financial objectives/business plans to meet goals
Manage branch budget and allocate funds appropriately
Provide training/coaching/development/motivation
Prepare operation reports for senior management
Meet clients in office to discuss financial goals, explain and answer
questions about investment options/risks
Calculate client net worth and create comprehensive financial plan
Recommend debt/cash management, insurance coverage, and investment
strategies
Monitor accounts; identify performance improvements and accommodate life
changes
Keep abreast of market trends to back up financial advice
Promote of products including those offered by parent Life Insurance Company
Uphold state/federal requirements around licensing/confidentiality

REQUIREMENTS:
5+ years of experience as a financial adviser
BA or MBA preferred
Series 7 and Series 66
Basic math skills; excellent written and verbal skills
Microsoft Office proficiency
Experience with CRM software (Smart Office/Salesforce/Redtail/similar)
Experience with financial planning software (E-Money/Money Guide
Pro/similar)


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

Contact:
matt@bcius.com