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:
1082-11

Job Type:
Permanent

Title:
Senior Wealth Advisor (1082-11)

Location:
Houston, TX

Description:
Fee-only registered investment advisor specializing in retirement planning
for corporate executives and high net worth individuals seeks a Senior
Wealth Advisor to manage an existing book of business totaling $200 million
in client relationships. As main point of contact, will actively communicate
with clients on a daily basis, providing advice on cash flows/tax planning
strategies, estate/insurance issues, identify investment goals/retirement
planning needs and implement recommendations with assistance of support
staff.

RESPONSIBILITIES:
Serve as relationship management point of contact for 100 clients in Houston
office
Develop knowledge of clientsí financial/personal situation and discuss
structured financial plans
Provide advice on investment management/cash flows/retirement planning
strategies
Proactively communicate with clients on the implementation of given advice
Assist in updating/maintaining financial plan
Meet with prospective clients in the area and present firmís recommendations
with assistance of marketing team
Promote firmís value proposition and encourage referrals from existing
clients
Coordinate and edit firm communication; assist sales team in development of
ultra-high net worth marketing plan
Possible sales support in out-of-state offices (no more than two business
days/month)
Provide support to external Sales Advisors throughout sales process

REQUIREMENTS:
Bachelorís degree required; preferably with concentration in Finance,
Accounting, Financial Planning, or Business
10+ years of professional experience with track record of
building/maintaining client relationships
Certified Financial Planner (CFP) designation highly preferred
Graduate degree or professional designations (ChFC, CFA, or CPA) a plus
If not currently held, must obtain mandatory industry licensure (Series 65)
within 6 months of hire and begin working towards professional designation
(CFP, CFA, CPA) within 12 months of hire


Category:
Asset Management // Broker Dealer

Contact:
jordan@bcius.com