Talent.com
No longer accepting applications
Financial Advisor

Financial Advisor

Horace MannPhiladelphia, Pennsylvania, 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#

#APPHorace 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 • Philadelphia, Pennsylvania, United States

Related jobs
  • Promoted
This website uses cookies to allow for its correct operation and the services offered. For further information, please consult ourCookiePolicy.

This website uses cookies to allow for its correct operation and the services offered. For further information, please consult ourCookiePolicy.

SantanderConshohocken, PA, US
Full-time
Financial Advisor - Centralized, Conshohocken, PA.Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset.Our focus is on ...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Advisor

Advisor

CresaPhiladelphia, PA, US
Full-time
Cresa believes in providing Advisors with the base of knowledge and guidance necessary to be an effective and productive commercial real estate professional throughout their career.All Advisors, wh...Show moreLast updated: 10 hours ago
Travel Sales Advisor

Travel Sales Advisor

Live the Dash TravelPhiladelphia, Pennsylvania, United States
Remote
Full-time
We are seeking a motivated and results-driven.In this role, you will connect with clients to understand their travel desires and guide them through the booking process, helping turn their vacation ...Show moreLast updated: 30+ days ago
  • Promoted
Licensed Marriage & Family Therapist (LMFT) - Couples & Family Therapy

Licensed Marriage & Family Therapist (LMFT) - Couples & Family Therapy

LifeStance HealthElmer, NJ, US
Full-time
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show moreLast updated: 30+ days ago
  • Promoted
Senior Fiscal Policy Advisor

Senior Fiscal Policy Advisor

Office of The Chief Financial OfficerPhiladelphia, PA, United States
Full-time
Government of the District of Columbia.Office of the Chief Financial Officer (OCFO).The Office of the Chief Financial Officer (OCFO) is the steward of the Government of the District of Columbia's (...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Kestra Financial Independent AdvisorCranbury, NJ, US
Full-time
Quick Apply
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 moreLast updated: 30+ days ago
  • Promoted
National Financial Solutions Advisor I (Pennington, NJ) (Series 7 Required)

National Financial Solutions Advisor I (Pennington, NJ) (Series 7 Required)

Bank of AmericaPennington, NJ, US
Full-time
National Financial Solutions Advisor (NFSA I) Job.At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 m...Show moreLast updated: 30+ days ago
  • Promoted
Personal Trainer - Newtown

Personal Trainer - Newtown

Klasik FitNewtown, PA, US
Part-time
Klasik Fit is on the lookout for energetic, bubbly, and excited personal trainers to join our #fitfam.We’re not your average personal trainers, and we’re definitely not like those big-b...Show moreLast updated: 30+ days ago
  • Promoted
Block Advisor Tax Advisor

Block Advisor Tax Advisor

H&R BlockMarlton, NJ, US
Full-time
At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show moreLast updated: 30+ days ago
  • Promoted
Time Away & Life Solutions - Senior Consultant

Time Away & Life Solutions - Senior Consultant

AonHammonton, NJ, United States
Full-time +1
Time Away and Life Solutions Senior Consultant.Are you interested in a dynamic position that provides consultative support for Life and Disability Benefits to the Professional Employer Organization...Show moreLast updated: 30+ days ago
FT Sales Advisor : Grown Brilliance

FT Sales Advisor : Grown Brilliance

LeapKing of Prussia, PA, US
Full-time +1
Quick Apply
Grown Brilliance founded by Akshie Jhaveri—a third-generation jeweler—was built on a mission to create a transparent and value-driven approach to fine jewelry.With 100% conflict-f...Show moreLast updated: 30+ days ago
  • Promoted
Advertising Sales Representative (250k+ per year)

Advertising Sales Representative (250k+ per year)

Best Version Media USAWarrington, Pennsylvania
Full-time
Quick Apply
We work with entrepreneurial publishers to deliver monthly print and digital content centered on neighborhood events, local businesses, and community stories. B2B Sales : Sell both print and digital ...Show moreLast updated: 30+ days ago
  • Promoted
Give the Gift of Life – Surrogates Needed, Earn Up to $115,000!

Give the Gift of Life – Surrogates Needed, Earn Up to $115,000!

Giving Tree SurrogacyClaymont, DE, US
Full-time +1
We are looking for a passionate individual with a sense of responsibility and willingness to help create families to join us as a surrogate. In this role, you will be instrumental in supporting indi...Show moreLast updated: 15 days ago
  • Promoted
Financial Advisor - Centralized, Conshohocken, PA

Financial Advisor - Centralized, Conshohocken, PA

Santander Holdings USA IncConshohocken, PA, US
Full-time
Financial Advisor - Centralized, Conshohocken, PA.Country : United States of America.Santander is a global leader and innovator in the financial services industry. We believe that our employees are o...Show moreLast updated: 4 days ago
Financial Professionals -Say Goodbye to Prospecting-Join Our Financial Team

Financial Professionals -Say Goodbye to Prospecting-Join Our Financial Team

United Placement GroupNorristown, PA, US
Full-time
Quick Apply
Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!.Now Hiring : High-Performing Financial Advisors Who Don’t Prospect. Are you exhausted from prospecting, cold calling, d...Show moreLast updated: 3 days ago
  • Promoted
Special Advisor, Public Sector Advisory

Special Advisor, Public Sector Advisory

Philadelphia StaffingPhiladelphia, PA, US
Full-time
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U. Baker Tilly Advisory Group, LP and...Show moreLast updated: 13 days ago
Wealth Management Advisor-Philadelphia, PA

Wealth Management Advisor-Philadelphia, PA

TIAAUSA, Pennsylvania, Philadelphia
Full-time
Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice throug...Show moreLast updated: 30+ days ago
Entry-Level Financial Advisor

Entry-Level Financial Advisor

Wisepath GroupTrenton, NJ, US
Full-time
Quick Apply
Entry-Level Financial Advisor – Remote / Hybrid Wisepath • OneLegacy Financial Group Launch Your Career with Fortune-500-Level Support Uncapped Earnings – Base draw plus commissio...Show moreLast updated: 30+ days ago