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:
1135-2

Job Type:
Permanent

Title:
Financial Planner (1135-2)

Location:
Atlanta, GA (Buckhead area)

Description:
Boutique, value-based investment firm specializing in wealth
management/production for business owners and professionals seeking a
Financial Planner to add to their growing firm. This role will help clients
manage their finances and will advise them in areas including investments,
cash flow, savings, and debt & risk management. An ideal candidate should be
an effective communicator with experience in financial planning and business
development.

RESPONSIBILITIES:
Prepare/develop sound financial plans/budgets to ensure clients meet their
goals
Advise clients on current financial issues and make recommendations
Generate new business and build relationships
Analyze clients’ financial statuses
Examine and suggest financial opportunities
Customize financial plans according to clients’ changing needs
Help clients implement their plans and carry out transactions
Find and approach prospective clients
Build strong relationships to retain existing clients
Maintain updated knowledge of regulations, practices, and financial products

REQUIREMENTS:
BS/BA in accounting, finance, business administration or relevant field
CFP and/or CPA a plus
3-10 years’ experience as financial planner/business development/customer
service or similar
Proficiency in MS Office and CRM systems (Orion, ADVIZR, or Redtail CRM a
plus)
Portable book of business ideal but not required
Attention to detail and strong math skills
Strong ethics, with a customer-oriented attitude
Outstanding communication skills with the ability to foster long-term
relationships


Category:
Alternative Investments // Asset Management // Banking // Broker Dealer

Contact:
jordan@bcius.com