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:
DM0648-001-1211

Job Type:
Permanent

Title:
Investment Advisor

Location:
Midwest

Description:
Job Order:
DM0648-001-1211

Title:
Investment Advisor

Location:
Midwest

Summary:
Midwest-based RIA looking to bring on an experienced advisor with transferrable assets in the range if $20 million or greater. Ideal candidate would be an advisor looking to move away from traditional brokerage to a fee-based environment.

Responsibilities:
Prospect, manage and retain clients
Identify opportunities to expand client relationship
Understand the client's investment goals and objectives and develop a diversified investment plan and strategy to meet goals using developed models and products
Advise clients with complex investment relationships on asset allocation and portfolio construction for strategic and tactical decisions

Experience:
Bachelor?s degree required
Portable book of business approaching $20 million AUM


Category:
Alternative Investments // Asset Management // Broker Dealer // Miscellaneous

Contact:
Tom@bcius.com