Financial Advisor

Financial Advisor at Horace Mann summary :

The Financial Advisor at BCG Securities develops comprehensive financial plans and investment recommendations to help clients achieve their financial goals. This role requires strong client relationship management, relevant securities licenses, and at least three years of experience. The position offers a hybrid work environment with competitive benefits and support for professional development.

Who We Are :

BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor ("RIA"), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with knowledge and opportunities to collaborate with clients to meet their goals and succeed. We offer a suite of differentiated products, integrated wealth management solutions and access to subject matter experts that will take you—or your business—to new heights.

At BCG Securities, the game plan is simple : we're here to help you grow. Our solutions to can be used to meet your specific situation, needs and goals at any point in your financial journey. We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts. We build diversity into our business to meet our clients' needs for flexibility and long-term growth.

Who We're Looking For :

We are currently seeking an experienced financial advisor to join our dynamic team. Someone who is continuing to develop their practice though their passion and commitment and couple that with our legacy of exceptional client service and advisor support. This is an hybrid / onsite position in our Cherry Hill, NJ location.

Some of the essential duties and responsibilities :

• Develop and prepare comprehensive financial plans for new and existing clients
• Make investment recommendations and subsequent follow-ups for client portfolios with 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

What We Offer :

Position Requirements :

All resumes are kept strictly confidential.

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Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth : We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol : HMN) and we have more than $12 billion in assets.

We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.

EOE / Minorities / Females / Veterans / Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status

For applicants that are California residents, please review our California Consumer Privacy Notice

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Keywords :

financial advisor, investment recommendations, financial planning, client relationship management, wealth management, Series 7 license, Series 66 license, life insurance analysis, annuity analysis, portfolio review