Wealth Management Associate
BCI - Brokerage Consultants Inc.Madison, Wisconsin, United States
Posted March 26, 2026
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 fast-growing, independent wealth management group for a bank is seeking a Wealth Management professional to join its operations team, providing strong growth potential and multiple pathways for career advancement.
Requirements
- Bachelor’s degree in Finance, Business, or a related field preferred
- 2+ years of experience in financial services, wealth management, or brokerage operations preferred
- Series 7 and/or 66 licenses preferred but not required; firm will support licensing for the right candidate
Benefits
- 401(k) with employer match
- Comprehensive insurance (health, dental, and vision)
- Paid time off and paid holidays
- Continuing education reimbursement and professional development support
