Financial Advisor
Listed on 2026-07-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
About BCG Securities
BCG Securities (a Horace Mann Company) is an independent broker‑dealer and Registered Investment Advisor that has served clients for over 50 years. The firm has financial advisors across the United States and offers proprietary products and integrated wealth‑management solutions.
Position OverviewWe are seeking an experienced financial advisor to join our dynamic team in Cherry Hill, NJ. This hybrid/onsite role focuses on building client relationships and delivering comprehensive financial plans.
Key Responsibilities- Develop and prepare comprehensive financial plans for new and existing clients
- Make investment recommendations and provide follow‑ups with the investment team
- Provide ongoing support for existing clients through annual reviews
- Present life insurance and annuity analysis
- Create a planning process to help individuals meet their financial goals
- Work with businesses, business owners and individuals
- Highly competitive transition income for established advisors
- Company matched 401(k)
- Internal support staff
- Hands‑on training and development program
- Health benefits:
medical, dental, vision, prescription, life insurance and long‑term disability
- Bachelor’s degree
- At least 3 years of related experience in a financial advisor role
- Series 7 & 66 securities licenses (or 65/63)
- Life/Health preferred
- Exceptional client relationship‑management skills
- Excellent writing and verbal communication skills
- Ability to work independently and as a team member, balance multiple responsibilities, and demonstrate excellent time‑management skills
Everybody, regardless of race, color, gender identity, sexual orientation, religious background, national origin, service, or disability, is welcome to apply. All qualified applicants will receive consideration for employment without regard to protected characteristics.
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