Financial Advisor Assistant
BCI - Brokerage Consultants Inc.Carlsbad, California, United States
Posted September 18, 2024
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
A boutique financial advisory firm is seeking an individual working toward their CFP for an opportunity to gain hands-on experience in the financial planning and investment industry.
Requirements
- 2+ years of relevant experience or coursework in the financial services industry
- Actively working toward CFP certification
- Prior experience in the financial planning/investment field with a customer service-oriented mindset
- Ability to multi-task, with attention to detail and follow-up skills
- Effective at prioritizing workload and meeting deadlines
- Strong professional communication skills, both in-person, over the phone, and via email
- Familiarity with financial terminology, concepts, practices, and procedures
- Proficiency in computer programs, including Microsoft Office Suite and CRM systems