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:
246-7

Job Type:
Permanent

Title:
Investment Advisor (246-7)

Location:
Grand Blanc, MI

Description:
Generous base salary + discretionary bonus

Independent fee-only Registered Investment Advisor is seeking an investment
professional interested in a rewarding career opportunity as a Financial
Advisor. The position will consist of developing new and managing existing
client relationships. The role is very client-relationship focused with no
product sales or quotas to meet.

RESPONSIBILITIES:
Develop new client relationships
Manage existing relationships
Conduct ongoing client contact and communications
Understand and communicate clients’ goals
Simplify complicated financial concepts for clients
Ensure firm is meeting the clients’ broad range of financial needs

REQUIREMENTS:
Bachelors degree in finance or business preferred
3+ years experience in the investment/finance industry
Masters degree preferred
Solid understanding of financial markets and investment products
Industry-related designations such as CFP, CFA or CPA preferred
Experience with custodial trading platform (Portfolio Center, Plan Builder,
Morningstar) preferred
Strong working knowledge of MS Excel required
Previous experience in investment analysis, portfolio management, trading,
operations and information technology
Ability to communicate complex issues simply
Ambition, high energy and strong desire to succeed
Excellent communication and relationship-building skills
High degree of personal integrity
Ability to be innovative and creative while managing conflicting priorities


Category:
Alternative Investments // Asset Management // Banking // Broker Dealer // Sales and Marketing

Contact:
matt@bcius.com