Talent.com
Financial Advisor
Financial AdvisorHorace Mann • Westville, NJ, United States
Financial Advisor

Financial Advisor

Horace Mann • Westville, NJ, United States
30+ days ago
Job type
  • Full-time
Job description

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 :

  • 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
  • Long Term Disability
  • Position Requirements :

  • Bachelor’s Degree
  • At least 3 years related experience in the 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 simultaneously, and demonstrate exceptional time-management skills
  • All resumes are kept strictly confidential.

    #LI-JC1

    #vizi#

    #APP

    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

    All applicants should review our Horace Mann Privacy Policy

    Create a job alert for this search

    Financial Advisor • Westville, NJ, United States

    Related jobs
    Financial Solutions Advisor -Greater Philly market

    Financial Solutions Advisor -Greater Philly market

    Bank of America • Philadelphia, PA, US
    Full-time
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for o...Show more
    Last updated: 27 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Kestra Financial Independent Advisor • Cranbury, NJ, US
    Full-time
    New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in th...Show more
    Last updated: 30+ days ago • Promoted
    Private Client Financial Advisor - Philadelphia, PA

    Private Client Financial Advisor - Philadelphia, PA

    Citizens Financial Group • Philadelphia, PA, US
    Full-time
    This is the job title and description.No extra metadata, links, buttons, or any other unnecessary information has been included.Show more
    Last updated: 30+ days ago • Promoted
    Private Client Financial Advisor - Norristown, PA

    Private Client Financial Advisor - Norristown, PA

    Citizens Financial Group • Norristown, PA, US
    Full-time
    Focus on the main content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the formatting beautiful and high signal to noise ratio.Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor - PNC Investments

    Financial Advisor - PNC Investments

    PNC • Princeton, NJ, US
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 30+ days ago • Promoted
    Senior Wealth Advisor

    Senior Wealth Advisor

    EisnerAmper • Philadelphia, PA, United States
    Full-time
    Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions.Our firm ...Show more
    Last updated: 30+ days ago • Promoted
    Senior Investment Advisor

    Senior Investment Advisor

    Wilmington Savings Fund Society • Berwyn, PA, US
    Full-time
    Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment manage...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor

    Financial Advisor

    Staffing • Moorestown, NJ, US
    Full-time
    Financial Advisor Wealth Management Opportunity.Any financial advisor, wealth management or in the financial services person looking for a new opportunity nationwide, looking to become independent,...Show more
    Last updated: 30+ days ago • Promoted
    Associate Financial Advisor

    Associate Financial Advisor

    Wescott Financial Advisory Group LLC • Harleysville, PA, US
    Full-time
    Wescott Financial Advisory Group LLC, a Philadelphia based RIA firm is excited to welcome an.Wescott advisors utilize their substantial planning experience and strong relationship management skills...Show more
    Last updated: 6 days ago • Promoted
    Financial Solutions Advisor - Southern NJ Market

    Financial Solutions Advisor - Southern NJ Market

    Bank of America • Voorhees, NJ, US
    Full-time
    This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...Show more
    Last updated: 30+ days ago • Promoted
    Lead Financial Advisor

    Lead Financial Advisor

    VirtualVocations • Hamilton, New Jersey, United States
    Full-time
    A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees and executives. Key Responsibilities Deliver personalized financial advice, including eq...Show more
    Last updated: 15 days ago • Promoted
    New York Licensed Financial Advisor

    New York Licensed Financial Advisor

    VirtualVocations • Hamilton, New Jersey, United States
    Full-time
    A company is looking for a Lead Financial Advisor to deliver tailored financial advice to startup employees, founders, and executives. Key Responsibilities Provide personalized financial advice in...Show more
    Last updated: 15 days ago • Promoted
    FINANCIAL ADVISOR REMOTE OR HYBRID

    FINANCIAL ADVISOR REMOTE OR HYBRID

    Avior Executive Search • Princeton, NJ, US
    Remote
    Full-time
    Senior Financial Advisor-RETAINED SEARCH.REMOTE or HYBRID or ON-SITE are all welcome!.Avior Executive Search has been retained by a dynamic RIA based in the prestigious Carnegie Center of Princeton...Show more
    Last updated: 30+ days ago • Promoted
    Associate Advisor

    Associate Advisor

    VirtualVocations • Hamilton, New Jersey, United States
    Full-time
    A company is looking for a permanently remote Associate Advisor / Relationship Manager.Key Responsibilities Prepare financial plans and participate in client meetings for plan delivery Manage da...Show more
    Last updated: 1 day ago • Promoted
    Financial Advisor

    Financial Advisor

    Vista Wealth Solutions • Radnor, PA, US
    Full-time
    Fifty percent of our advisors under 40 are reaching remarkable heights, earning over $200,000.Our Advisors own their clients and data. We support and help our Advisors and teams build, manage, and m...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Advisor - PNC Investments

    Wealth Advisor - PNC Investments

    PNC • Princeton, NJ, US
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 30+ days ago • Promoted
    Senior Financial Advisor

    Senior Financial Advisor

    Vista Wealth Solutions • Horsham, PA, US
    Full-time
    Senior Financial Advisor at Vista Wealth Solutions.You understand the deep satisfaction that comes from empowering individuals to identify their goals, protect what matters most, and build lasting ...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor - PNC Wealth Management

    Financial Advisor - PNC Wealth Management

    New Jersey Staffing • Woodbury, NJ, US
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 1 day ago • Promoted