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:
22-300

Job Type:
Permanent

Title:
Financial Planning Specialist (22-300)

Location:
Chicago, IL

Description:
Wealth Management firm seeks Financial Planning Specialist who will work closely with Relationship
Managers until ready to manage their own clients. Scope of role will include preparing financial
investment/retirement plans, conducting financial analysis, and producing written content to keep clients
informed on personal finance topics. Long term, this person will build social/professional circles and from
them develop their own client network.

RESPONSIBILITIES:
Prepare financial/retirement plans, investment policy statements, and asset allocation analyses
Develop client/prospect presentations
Conduct research and write compelling/insightful blog posts, white papers, and financial plans to inform
clients/prospects about wealth management/financial planning/market developments and related topics
Develop professional network
Support marketing, social media, and shareholder advocacy efforts as necessary
Enhance/design tools and capabilities to make firm more effective in serving clients

REQUIREMENTS:
Bachelorís degree required
Experience (or strong interest) in a wealth management role
CFP (achieved, progress toward, or interest in obtaining)
Exceptional writing skills required; experience writing white papers, blog posts, documents strongly
preferred
Excellent communication skills crucial; must be comfortable working closely with
intelligent/capable/financially successful clients and prospects
Highly proficient in Microsoft Office (Excel/Word/PowerPoint)
Self-motivated, driven and intellectually curious


Category:
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Contact:
tony@bcius.com