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:
1173-1

Job Type:
Permanent

Title:
Financial Planner (1173-1)

Location:
Chicago - NW Suburbs

Description:
Financial Planner (1173-1)
Chicago (NW Suburbs)
Compensation commensurate with experience

Established Advisor-driven, wealth management firm with two offices in the NW
Chicago Suburbs is looking for responsible, skilled, and responsive Financial
Advisors who value integrity. The position offers an opportunity to work with
an experienced support staff with a comprehensive marketing program already in
place.

RESPONSIBILITIES:
Provide financial/investment planning advice to customers, including the sale
of appropriate products/services to fulfill identified needs
Maintain accountability of plan through engagement with client
Comply with firm and regulatory requirements/policies
Provide superior service to client base
Build/maintain strong working relationships

REQUIREMENTS:
Minimum 4 years professional experience
FINRA Series 7 and Series 66
High level of integrity (Clean U4)
CFP Preferred
Insurance licensed
Strong interpersonal skills
Proficient presentation and organization skills


Category:
Asset Management

Contact:
zach@bcius.com