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:
1174-1

Job Type:
Permanent

Title:
SVP, Wealth Management Advisor (1174-1)

Location:
Chicago, IL

Description:
Generous six-figure base compensation plus significant incentive comp

SUMMARY/RESPONSIBILITIES:
Private Client/Wealth Management division of a large, privately held
financial services company seeks to add an SVP, Wealth Management Advisor to
its team serving high net worth individuals/families. The ideal candidate
will be a well-established financial advisor with proven track record, deep
knowledge of investment/financial planning topics, portable book of
business, entrepreneurial spirit/love of sales, strong presentation skills,
and a commitment to excellent client service. The SVP will gain access to an
extraordinary support infrastructure (including experts in financial
planning, accounting, legacy/estate planning, philanthropy, taxation, asset
allocation along with extensive proprietary research), a comprehensive suite
of investments (separate accounts, mutual funds, private equity, alternative
strategies, and hedge funds), a turnkey marketing system. Build your
practice through meeting and working directly with
clients/prospects/referral sources to develop/cultivate/foster relationships
with the firm as well as your book of business.

REQUIREMENTS:
Minimum of 15 years of wealth management experience required
Prior experience as an independent Registered Investment Advisor and
portable book of business is ideal
Undergraduate degree required
CFP, CFA and/or MBA all considered a plus
Capability to be a knowledgeable/trusted advisor to high-net-worth
individuals/families, along with professional centers of influence/referral
sources
Strong degree of financial and investment fluency; passion for investing,
wealth planning and helping clients reach financial and life goals; proven
track record of serving as trusted advisor to wealthy families/individuals
Outstanding written and oral communication skills; ability to communicate
technical/complex concepts to internal/external constituents
Sales/service orientation
Strong influencing skills; relationship-orientation and client-focused
consultative philosophy


Category:
Asset Management // Banking

Contact:
matt@bcius.com