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:
1204-1

Job Type:
Permanent

Title:
Account Executive (Inside Sales) (1204-1)

Location:
Woodland Hills, CA

Description:
Account Executive (Inside Sales) (1204-1)
Woodland Hills, CA

Privately-owned independent investment advisory firm, providing comprehensive
financial planning/investment management/retirement planning to high net worth
individuals/families nationwide, seeks an Account Executive for an Advisor-
track role. This is a challenging opportunity providing tremendous learning
potential; hard workers will appreciate their success being tied to great
financial reward. The firm offers competitive base salary and uncapped
commissions; will match and beat direct competitorsí compensation structure.

RESPONSIBILITIES:
Act as first point of contact for anyone interested in the firm
Clearly communicate with clients and learn about their current financial
situation
Set appointments for clients to speak with a senior representative of the firm
Maintain a high volume of phone calls and have 30-40 conversations daily

REQUIREMENTS:
Bachelorís degree in business administration or finance preferred but not
required
Experience in phone-based sales a plus
Salesforce software experience a plus
Humble attitude that puts prospect/client needs first; hard worker with
listening skills and persuasiveness

Category:
Asset Management

Contact:
jordan@bcius.com