Financial Advisor
BCI - Brokerage Consultants Inc.Connecticut, United States • Connecticut, United States
Posted October 14, 2024
60000 - 80000 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
Seeking a motivated and results-driven Financial Advisor to build and manage their own book of business, fostering long-term client relationships and providing comprehensive financial planning and investment advice.
Requirements
- Bachelor's degree in Finance, Economics, Business, or a related field
- 1+ year of experience in wealth management, financial planning, or a related field
- Series 65 or 66 license required (or willingness to obtain if holding other securities licenses)
- Master's degree, MBA, CFP designation, or additional financial credentials are preferred