Associate Adviser | Utah County
BCI - Brokerage Consultants Inc.Utah, United States
Posted January 29, 2025
60000 - 120000 USD year
Full Time
About the Company
BCI – Brokerage Consultants Inc. is a boutique executive search and staffing firm that has been matching top talent with financial services companies across the United States for 25 years. With headquarters in Chicago’s Mercantile Exchange Center and a satellite office in New York City, BCI specializes in filling executive‑level roles and temporary positions for hedge funds, private equity, wealth management, fintech, and other financial institutions. The firm’s deep industry expertise and proven track record of delivering high‑quality candidates and negotiating favorable terms distinguish it as a trusted partner for critical hires. BCI’s network spans every level of the financial sector, from family offices to municipal finance, enabling rapid, tailored recruitment solutions.
Job Description
An independent wealth advisory firm seeking two Associate Advisers to support Lead Advisers in managing high-net-worth and ultra-high-net-worth clients, with responsibilities including client interactions, portfolio management, and client materials organization.
Requirements
- 2+ years of experience in a financial planning firm
- CFP (Certified Financial Planner) certification preferred, but not required
- Familiarity with Addepar, Salesforce, Emoney, and Eclipse (Orion)
- Proficient in Microsoft Office, particularly Excel
- Previous experience with Fidelity and Schwab platforms
- Strong understanding of public, alternative, and private markets, as well as trusts and estates
- Knowledge of income tax rules
- Excellent communication and interpersonal skills
Benefits
- Health, dental & vision (50% subsidized for full family cost)
- 401k with safe harbor match
- 15 PTO + paid market holidays (plus bonus holidays)