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Job Order:
Portfolio Manager -

Job Type:
Permanent

Title:
DM0662-001-1211

Location:
Chicago

Description:
Title: Portfolio Manager - Financial Advisor (DM0662-001-1211)
Location: Chicago Area
Compensation: Commensurate with experience.

Summary:
Independent broker dealer, serving individuals, corporations, foundations, and trusts with investments in common stocks, tax exempt bonds, government securities, corporate bonds and mutual funds seeks several experienced Financial Advisors.

Responsibilities:
Maintain client relationships with established clients
Build relationships with clients seeking a new financial advisor to achieve their financial goals through the use of financial planning and wealth management
Market/sell appropriate investment products, financial and wealth management services/products to clients
Analyze investment opportunities and client needs, and recommend appropriate strategies
Really get to know clients and prospects so comprehensive, personalized portfolios may be offered

Experience:
Bachelor's degree, advanced degree preferred
CFP and similar industry designations a plus
Established book of business
Track record of stable and successful work experience
Clean U4
Series 7


Category:
Broker Dealer

Contact:
matt@bcius.com