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 Planner – Contract Role (308-3883)

Omaha, NE


The firm is seeking an experienced personal financial planner who has been
successfully managing high-net-worth relationships with individuals/families.
The firm is an Omaha-based, fee-only personal financial planning and
investment advisory practice.

Preparing financial planning and investment data, analysis and reports for
Providing financial planning, tax, estate and investment advice to clients via
phone, email, or in person.
Maintaining daily processes to meet client and firm responsibilities.
Assisting with research and projects to improve workflow, productivity and
other improvements that benefit clients and our firm.
Maintaining all necessary office and client records, including taking detailed
notes about every interaction with clients, prospects and outside firms.
Greeting, interacting with and answering calls from current and prospective
clients with inquiries about their financial plan or potentially becoming a
Maintaining and assisting in the management of office and client records.
Conducting business with a high degree of confidentiality, including adherence
to the company’s code of ethics, policies, procedures and that of regulators
and the CFP Board.

Experience interacting with clients in a direct financial advisory capacity is
Certified Financial Planner (CFP) professional certification, PFS, Series 65
or Series 66 license are preferred.

Asset Management