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:

Wealth Specialist (27-311)

New York City

Wealth Specialist (27-311)
New York City

Private Client Services team at leading financial institution seeks Wealth
Specialist who will serve as subject matter expert on complex wealth
planning/portfolio construction issues and work with Wealth Advisors as a
business development/relationship management resource, creating customized
wealth analyses/recommendations.

Conduct qualitative/quantitative wealth strategy research/analysis
In conjunction with Wealth Advisors, work to understand situation/objectives
of current/prospective clients
Leverage deep knowledge (asset allocation, MPT, proprietary research, macro
trends, quant modeling) to create client recommendations
Participate as SME in client meetings; discuss/advise on asset
allocation/wealth planning
Participate in training/development; develop sales training content/materials;
present to salesforce
Support prospecting/sales efforts by identifying opportunities to provide
solutions (planning techniques, asset allocation recommendations and

10+ years direct experience in HNW/wealth planning focused on
qualitative/quantitative strategy/research/analysis
Bachelors degree required; graduate degree in related field preferred
Any designations held (CFA, CFP, CIMA, CPWA, CPA, CAIA) would be a plus

Sales and Marketing