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Job Order:
DM0648-001-1211

Job Type:
Permanent

Title:
Investment Advisor

Location:
Midwest

Description:
Job Order:
DM0648-001-1211

Title:
Investment Advisor

Location:
Midwest

Summary:
Midwest-based RIA looking to bring on an experienced advisor with transferrable assets in the range if $20 million or greater. Ideal candidate would be an advisor looking to move away from traditional brokerage to a fee-based environment.

Responsibilities:
Prospect, manage and retain clients
Identify opportunities to expand client relationship
Understand the client's investment goals and objectives and develop a diversified investment plan and strategy to meet goals using developed models and products
Advise clients with complex investment relationships on asset allocation and portfolio construction for strategic and tactical decisions

Experience:
Bachelor’s degree required
Portable book of business approaching $20 million AUM


Category:
Alternative Investments // Asset Management // Broker Dealer // Miscellaneous

Contact:
Tom@bcius.com