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:
1114-2

Job Type:
Permanent

Title:
Relationship Manager (1114-2)

Location:
Minneapolis, MN ? Hennepin County

Description:
Fast-paced branch office of LPL Financial seeks a Relationship Manager to
assist an experienced Financial Advisor with their clients and practice. The
focus will be on investments and financial planning.

RESPONSIBILITIES:
Assist the Senior Wealth Advisor as requested
Service/deliver financial advising to firm?s clients; develop and serve own
clients (if appropriate)
Assist in research; follow up on firm-generated leads; respond to all
website inquiries
Attend designated networking events/expos/local events/conferences
Call prospective clients to schedule appointments and/or answer questions;
assist in processing of new clients
Call current clients to solicit contributions, update them on new
information and follow up and give advice
Conduct appointments with clients/prospective clients
Enter in trades/buys/sells/exchanges/automatic purchases
Process required minimum distributions
Enter cost basis for clients
Process distributions/contributions/payouts/journals/etc.
Conduct rollover conference calls
Responsible for allocation of client?s portfolios
Produce client reports/projections
Responsible for administration/management of clients

REQUIREMENTS:
Excellent interpersonal skills
2+ years? experience required
FINRA series 7 & series 65
Excellent attitude and extraordinary client service orientation
Genuine interest in serving and caring for other people
Excellent organizational/time management skills
Must have a burning desire to succeed
Ability to handle multiple tasks and handle stress


Category:
Alternative Investments // Asset Management // Banking // Broker Dealer // Sales and Marketing

Contact:
matt@bcius.com