Wealth Management Advisor

Who We Are :

At BCG Securities, a part of Horace Mann Company, we have proudly served our clients for over 50 years as a leading independent broker-dealer and Registered Investment Advisor (RIA). Our dedicated financial advisors, strategically positioned across the United States, collaborate with clients to fulfill their financial dreams and help them succeed. We provide a unique suite of products and integrated wealth management solutions to empower you on your financial journey, offering tools and expertise to elevate your business to new heights.

Who We're Looking For :

We invite passionate and committed financial advisors to join our dynamic team. If you are eager to build your practice while delivering exceptional client service and advisory support, we want to hear from you. This is a hybrid / onsite position in our Cherry Hill, NJ location.

Essential Duties and Responsibilities :

• Craft and develop comprehensive financial plans for both new and existing clients.
• Conduct investment assessments and follow up on client portfolios in collaboration with our investment team.
• Provide continuous support for clients through annual reviews.
• Present detailed analyses of life insurance and annuity options.
• Establish a planning process to assist individuals in achieving their financial goals.
• Engage with businesses, business owners, and individual clients effectively.

What We Offer :

Position Requirements :

Your resume will be treated with the utmost confidentiality.

We are an Equal Opportunity Employer, welcoming applicants from all backgrounds, including minorities, females, veterans, and individuals with disabilities. We ensure that all qualified applicants receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

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