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:
1176-1

Job Type:
Permanent

Title:
Investment Advisor (1176-1)

Location:
Columbia, MD

Description:
Our client is an independent, privately held RIA in the Columbia, MD area
serving high net worth clients. Their client-centric service model focuses on
independent research, customized solutions, and exceptional client service.
They are seeking an experienced Investment Advisor to join and grow with the
current team. The firm offers employees room for career growth/professional
development opportunities, generous compensation plan, comprehensive health
care package, and 401k options.

RESPONSIBILITIES:
Attract high net worth clients (over $1M in investable assets) while retaining
existing client base
Provide a holistic financial and fiduciary-driven planning approach
Support clients with superior service
Build/maintain strong working relationships
Comply with firm and regulatory requirements/policies




Relevant Word Search: Investment Advisor, Financial Advisor, JD, Juris,
fiduciary-driven, holistic, RIA, family office, Private Wealth, HNW, high-net
worth, high-net-worth, high net-worth, CPA, fee-only, certified financial
planner, CFP, CFA, chartered financial analyst, series 65, series 66

Category:
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Contact:
jordan@bcius.com