Investment Strategist

1 day ago


Chicago, Illinois, United States BCI - Brokerage Consultants Inc Full time
Investment Consultant (Tax) Job Description

BCI - Brokerage Consultants Inc is seeking an experienced Investment Consultant to collaborate closely with internal and external teams to leverage financial expertise to enhance investment strategies and client interactions.

Key Responsibilities:
  • Collaborate with internal portfolio management, research teams, and tax consultants to enhance investment strategies and client relationships.
  • Develop and nurture new client relationships, addressing and resolving any issues or concerns to maintain trust.
  • Engage with clients quarterly to assess their asset allocation and ensure alignment with their long-term financial objectives.
  • Specialize in tax planning strategies for high-net-worth individuals and their related entities, enhancing financial outcomes.
  • Participate in streamlining operational procedures to improve client experience and operational efficiency.
  • Conduct complex analyses and research focused on financial, estate, income tax, and investment planning.
  • Deliver exceptional phone support, managing priorities and handling urgent calls with professionalism and discernment.
  • Navigate the firm effectively by liaising with various departments to gather information, respond to requests, and coordinate meetings.
  • Actively participate in ongoing learning opportunities to continuously enhance knowledge to support client needs.
Requirements:
  • Bachelor's degree and 4+ years' experience in the financial services industry with relationship building and tax experience.
  • Series 65/66 required or willingness to obtain promptly post-hire.
  • Working knowledge of Salesforce CRM and Microsoft Suite.
  • In-depth understanding of investment concepts, practices, and procedures prevalent within the securities and insurance industry.
  • Excellent communication skills with the ability to collaborate effectively with partners across organizations.

The target base salary is between $150-175k annually plus bonus, which can vary depending on factors such as skillset and experience level.


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