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:
17-330

Job Type:
Permanent

Title:
Associate Advisor (Insurance/Wealth Management) (17-330)

Location:
Chicago, IL

Description:
$60-90k (depending on experience/licensure)

Primarily administrative/operational role -- handling new account
opening/onboarding and account transfers -- but also client service including
retirement analysis/strategic planning, portfolio rebalancing and making
trades.
Will provide instructions/recommendations to clients (for example how to set
up trusts/take minimum distributions) via email
Run insurance illustrations, submit applications, file paperwork for
contracts/licensing, run internal reports
Meet with advisory clients/prospects; gather information as appropriate and
make security recommendations and modify asset allocations for existing client
accounts

Series 7 required; CLU/ChFC/CLTC/CFP desired
5+ years administrative/operational experience in the investment/securities
industry required
Strong oral/written communications skills; critical thinking/financial
analysis/problem-solving skills required


Category:
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Contact:
nathan@bcius.com