Senior Investment Advisor Associate LA
BCI - Brokerage Consultants Inc.Los Angeles, California, United States
Posted July 8, 2025
75000 - 95000 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
The Senior Investment Advisor Associate role involves providing exceptional service to affluent investors, leading projects, and executing asset allocation changes. The role requires a highly motivated and organized individual with strong communication skills and a solid understanding of equity, fixed income, and alternative asset classes.
Requirements
- Bachelor’s degree
- 5+ years of client service experience with high-net-worth clients
- Series 7 license preferred
- Solid understanding of equity, fixed income, and alternative asset classes
- Experience preparing paperwork and managing workflows associated with custodians
- Previous experience working with Charles Schwab and/or Fidelity Investments
- Ability to set up various account registrations, including understanding required documentation and associated restrictions
Benefits
- 401(k)
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- Flexible spending account
- Paid time off