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:
181-8

Job Type:
Permanent

Title:
Financial Planner/Wealth Manager (Divorce Planning Specialization) (181-8)

Location:
Warren, NJ area

Description:
Base salary up to $150K (commensurate with experience) plus comprehensive
benefits package

Our client is a comprehensive wealth management firm that providing wealth
management solutions to individuals, families and business owners for over
30 years. They are seeking an experienced Financial Planner specializing in
divorce planning to collaborate with family law attorneys to provide advice
and comprehensive solutions for high net worth clients going through a
divorce. This position is responsible for leading our client?s divorce
planning practice, cultivating relationships with family law attorneys and
other centers of influence, providing ongoing service to existing clients,
the coordination of on-boarding new clients, and sourcing new business
opportunities through existing relationships.

RESPONSIBILITIES:
Give advice and recommend strategies clients can use to achieve their
financial goals and objectives, including specific recommendations in such
as cash management, insurance coverage, and investment planning
Build relationships and drive business development for company?s divorce
planning practice
Build and maintain client bases, keeping current client plans up-to-date and
recruiting new clients on an ongoing basis
Guide clients through the information gathering process
Ability to present plan documents and recommendations in a clear and concise
manner
Explain and document the types of services that are to be provided to each
client
Ability to collaborate with other team members, e.g. Investment, Insurance,
Pension and Group benefits to develop comprehensive financial plans
Excellent organization and documentation skills necessary
Continue to update job knowledge by participating in educational
opportunities; reading professional publications; maintaining personal
networks; participating in professional organizations

REQUIREMENTS:
Bachelor?s degree
5+ years? direct client management experience in financial services required
Prior experience as financial planner with a CFP designation or progress
towards the designation
Divorce Planning certifications: CDFA, CFDP, Collaborative Law, etc.
Able to bring a book of business is a plus (additional incentive
compensation if so)
Ability to collaborate with team members to develop and implement
comprehensive financial plans
Proven business development experience
Ability to present to professionals and clients on technical planning topics
Excellent communication and pro-active client service skills


Category:
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Contact:
jordan@bcius.com