Financial Advisor (Hybrid)

The role

The Financial Advisor will develop financial plans and provide investment recommendations for individuals, families, and businesses. The role involves managing retirement plan relationships and delivering ongoing client service through regular reviews.

What you will do

• Develop and maintain financial plans based on client goals, circumstances, time horizon, and risk tolerance.
• Provide investment recommendations and portfolio guidance.
• Deliver ongoing client service through regular reviews and plan updates.
• Help clients address retirement income, wealth management, and insurance needs.
• Discuss insurance and annuity solutions where appropriate.
• Support retirement plan relationships, plan participants, and employer-sponsored retirement plan opportunities.
• Develop new relationships and grow practice through business-development efforts.
• Build and maintain strong client relationships through clear communication.
• Collaborate with internal teams, support staff, and subject matter resources.

Required qualifications

• Bachelor’s degree
• Minimum of three years of experience as a Financial Advisor
• Series 7 and Series 66 licenses, or Series 7 with Series 65 and Series 63
• 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

Nice to have

• Life and Health insurance licenses
• Experience with retirement plans, employer-sponsored plans, education markets, participant engagement, or business-owner relationships

Benefits

• 401(k) plan with company match
• Comprehensive health and welfare benefits
• Medical coverage
• Dental coverage
• Vision coverage
• Prescription coverage
• Life insurance
• Long-term disability
• Internal support staff, planning desk access, and practice-management resources
• Retirement plan experience, resources, and support
• Training and development resources

About the company

BCG Wealth Management is the DBA used by BCG Securities, Inc.’s New Jersey and Pennsylvania-based advisor teams. BCG Securities, Inc. is part of the Horace Mann family of companies.