Financial Advisor; Hybrid

BCG Securities is part of the Horace Mann family of companies.

Build Your Practice with a Firm Focused on Advisor Support and Retirement Plan Opportunities

We are seeking anexperienced Financial Advisor who is relationship-driven, entrepreneurial, and motivated to grow their practice within a supportive environment.

BCG Securities is a broker-dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning, insurance, and employer-sponsored retirement plans.

We understand that todays advisors want more than a platform. They want flexibility, support, meaningful client relationships, and opportunities to grow their business in multiple ways.

At BCG Securities, advisors have the opportunity to serve individual clients while also supporting retirement plan relationships, plan participants, business owners, and employers. For the right advisor, this creates opportunities for broader planning conversations, stronger client relationships, and long-term practice growth.

Compensation Structure:

This opportunity offers production-based compensation designed for advisors who want to grow their earnings alongside the growth of their practice and client relationships. Compensation may include advisory fees, commissions, and other production-based earnings, supported by a collaborative platform, operational resources, and retirement plan opportunities.

What We Offer

At BCG Securities, we understand that advisors want the freedom to grow their practice while having access to meaningful operational, planning, and retirement plan support.

We provide advisors with the resources, collaboration, and infrastructure to help them focus on client relationships and long-term business growth, including:

Comprehensive medical, dental, and vision coverage
401(k) with company match
Life insurance and long-term disability coverage
Retirement plan support and resources
Internal support staff and operational assistance
Practice-management support
Planning and investment resources
Ongoing training and professional development opportunities
Collaboration across planning, investments, insurance, retirement plans, operations, and client service teams
A team-oriented culture focused on advisor success and long-term client relationships

Why Advisors Choose BCG Securities

Our advisors are supported by experienced professionals and resources that help them focus on building relationships and delivering client-centered advice.

Advisors have access to:

Retirement plan support and resources
Wealth management, investment, insurance, and financial planning solutions
Internal support staff and planning resources
Practice-management support
Collaboration across operations, investments, insurance, retirement plans, and client service teams
Training and professional development opportunities
A team-oriented culture focused on long-term advisor success

This opportunity may be a strong fit for advisors interested in:

Building long-term client relationships
Expanding financial planning and wealth management conversations
Supporting retirement plan participants and employer relationships
Growing across investments, retirement planning, and insurance solutions
Working independently while leveraging a collaborative support structure

Key Responsibilities

Develop and maintain financial plans for new and existing clients based on their goals, financial circumstances, time horizon, and risk tolerance
Provide investment recommendations and portfolio guidance consistent with client objectives, applicable standards of care, and firm policies
Deliver ongoing client service, including reviews, plan updates, and portfolio recommendations as client needs evolve
Discuss insurance and annuity solutions, where appropriate, as part of the planning process
Support retirement plan relationships, plan participants, and employer-sponsored retirement plan opportunities, where applicable
Support clients through broader planning conversations, including financial planning, retirement income planning, wealth management, and insurance solutions
Build and manage strong client relationships through consistent communication, service, and follow-through
Work with internal teams, support staff, and subject matter resources to support a strong advisor, client, and retirement plan experience

Position Requirements

Bachelors degree
Minimum of 3 years of experience as a Financial Advisor
Series 7 and Series 66 securities licenses, or Series 7 with Series 65/63
Life and Health insurance licenses preferred

Experience with retirement plans, employer-sponsored plans, education markets, participant engagement, or business-owner relationships preferred, but not required
Strong client relationship management skills
Excellent verbal and written communication skills
Ability to work independently and collaboratively while managing multiple priorities
Commitment to ethical conduct, regulatory compliance, and client-focused service

Additional…