Investment Advisor

At BDO Seidman, we hire one individual at a time. The nature of our market makes it imperative we recruit individuals with impact, the kind of people who will make a difference the moment they arrive and who will flourish under our core values of competence, honesty and integrity, dedication, professionalism and responsibility and accountability.BDO Seidman, LLP is a national professional services firm providing assurance, tax, financial advisory and consulting services to a wide range of publicly traded and privately held companies. For almost 100 years we have provided quality service and leadership through the active involvement of our most experienced and committed professionals.Our team consists of highly experienced and knowledgeable professionals, many of whom are recognized as key thought leaders within the industry. We provide a full range of services and opportunities for people with diverse talents. If you're an outstanding individual who is interested in evaluating all of your options, you owe it to yourself to explore a career with BDO Seidman.At BDO Seidman, we are committed to delivering independent, efficient, effective and comprehensive audits. We provide quality assurance services to help ensure that our clients' financial statements meet the regulatory and business requirements under which they function, and are committed to values of integrity, trust, professionalism, independence and service. Principal Responsibilities: Provides financial planning and advisory services to PCWM clients. Apply an in-depth understanding of financial matters to serve a broad range of clients, including high net-worth individuals, small and mid-size corporations, charitable and individual trusts, qualified pension and profit-sharing plans, and other institutional organizations ' Evaluate existing clients and work with BDO Partners to identify clients who would benefit from working with PCWM ' Business Development and proposal writing, and execution of engagement letters ' Provide Wealth management services and sound financial advice in the areas of: Charitable Giving, Equity-based Compensation Planning, Family Office Services, Income Tax Planning and Preparation, Investment Advisory Services, Life, Disability, and P&C Insurance Planning, Retirement Cash Flow Analyses, Trustee Services Qualifications:' Bachelors Degree in Accounting or equivalent experience. ' Series 65 or Series 66 & 7 ' CPA preferred ' Insurance License preferred ' Excellent communication and presentation skills ' Business Development ' Strong planning and detail orientation ' 7+ years prior industry experience ' 3 years public accounting experience Company: BDO Seidman, LLP Location: Chicago, IL 60601 Job Category: Accounting/Finance/Insurance Industry: Accounting and Auditing Services Occupation: Investment Management Career Level: Manager (Manager/Supervisor of Staff) Company: BDO Seidman, LLP Reference Code: bdo-00000504 Please note that only those individuals whose qualifications match our current needs will be considered applicants and will receive responses from BDO. Thank you for your interest in BDO Seidman, LLP. BDO Seidman, LLP is an Equal Opportunity Employer. Any trademarks and service marks referenced herein are the property of their respective owners.