Wealth Advisor Associate
BCI - Brokerage Consultants Inc.Connecticut, United States • Connecticut, United States
Posted October 16, 2024
45000 - 45000 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
A client-focused, independent, fee-only financial planning and investment management firm is searching for an Associate Wealth Advisor to join their practice.
Requirements
- Bachelor’s degree in Finance, Economics, Business, or a related field
- SIE or FPQP certification required; Series 65/66 must be obtained within the first two years of employment
- Experience in financial planning or paraplanning is preferred but not mandatory