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:

Job Type:

Financial Advisor (1213-274)

Boston, MA

A boutique wealth management firm in Boston is seeking a Financial Advisor to
add to their team. This position is responsible for building a book of
business by following current marketing processes for firmís niche market,
developing new campaigns and utilizing effective prospecting skills to convert
prospects, and assisting clients in meeting their financial goals.

This is a great opportunity for someone who is in the process or interested in
getting the CFP designation and wants to get into a growing, entrepreneurial

Five-plus years of experience building own book of business successfully in
the industry
Bachelorís degree in business related field
Prior enrollment or willingness to enroll in CFP certification program
FINRA Series 7, Series 63 and Series 65, or Series 66 registrations
Excellent knowledge and communication of financial planning concepts and
Excellent knowledge of and ability to explain products, such as mutual funds,
stocks, bonds, insurance, and annuities
Firsthand knowledge of third-party asset management systems, including how
they work, their benefits, and their drawbacks
Comfort discussing estate planning issues
Self-motivated and entrepreneurial; goal-oriented at an individual and team

Alternative Investments // Asset Management