Financial Advisor Position Available In Robeson, North Carolina
Tallo's Job Summary: BCG Securities (a Horace Mann Company) is currently seeking an experienced Financial Advisor to join their team in Cherry Hill, NJ. Responsibilities include developing financial plans, making investment recommendations, and providing ongoing client support. Requirements include a Bachelor's Degree, 3+ years of related experience, and Series 7 & 66 securities licenses. Competitive income, benefits, and training are offered.
Job Description
Job Description:
Who We Are:
BCG Securities (a Horace Mann Company), anindependent broker-dealer and Registered Investment Advisor(“RIA”), has been dedicated to its clients for over 50 years. Withfinancial advisors in branches located throughout the UnitedStates, BCG Securities is a recognized premier broker-dealer andRIA of choice. We supply our advisor partners with knowledge andopportunities to collaborate with clients to meet their goals andsucceed. We offer a suite of differentiated products, integratedwealth management solutions and access to subject matter expertsthat will take you-or your business-to new heights. At BCGSecurities, the game plan is simple: we’re here to help you grow.
Our solutions to can be used to meet your specific situation, needsand goals at any point in your financial journey. We offer a suiteof differentiated products, integrated wealth management solutions,and access to subject matter experts. We build diversity into ourbusiness to meet our clients’ needs for flexibility and long-termgrowth.
Who We’re Looking For:
We are currently seeking anexperienced financial advisor to join our dynamic team. Someone whois continuing to develop their practice though their passion andcommitment and couple that with our legacy of exceptional clientservice and advisor support. This is an hybrid/onsite position inour Cherry Hill, NJ location. Some of the essential duties andresponsibilities: Develop and prepare comprehensive financial plans for new andexisting clients Make investment recommendations and subsequent follow-ups forclient portfolios with investment team Provide ongoing support for existing clients through annualreviews Present life insurance and annuity analysis Create a planning process to help individuals meet theirfinancial goals. Work with businesses, business owners and individuals
What WeOffer:
Highly competitive transition income for establishedadvisors 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 Advisorrole 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, balancemultiple responsibilities simultaneously, and demonstrateexceptional time-management skills All resumes are kept strictlyconfidential. # Horace Mann was founded in 1945 by two Springfield,Illinois, teachers who saw a need for quality, affordable autoinsurance for teachers. Since then, we’ve broadened our mission tohelping all educators protect what they have today and prepare fora successful tomorrow. And with our broadened mission has comecorporate growth: We serve more than 4,100 school districtsnationwide, we’re publicly traded on the New York Stock Exchange(symbol: HMN) and we have more than $12 billion in assets. We’remotivated by the fact that educators take care of our children’sfuture, and we believe they deserve someone to look after theirs.
We help educators identify their financial goals and develop plansto achieve them. This includes insurance to protect what they havetoday and financial products to help them prepare for their future.
Our tailored offerings include special rates and benefits foreducators. EOE/Minorities/Females/Veterans/Disabled. All qualifiedapplicants will receive consideration for employment without regardto race, color, religion, sex, sexual orientation, gender identity,national origin, disability or protected veteran status Forapplicants that are California residents, please review ourCalifornia Consumer Privacy Notice All applicants should review ourHorace Mann Privacy Policy