Financial Advisor (Hybrid)

Horace Mann • Cherry Hill, NJ

1d • Hybrid

About The Position

BCG Wealth Management is seeking an experienced Financial Advisor to grow a practice serving individuals, families, business owners, employers, and retirement plan participants across wealth management, financial planning, insurance, and employer-sponsored retirement plans. The role combines individual client work with opportunities to support employer and retirement plan relationships. Prior retirement plan experience is welcome but not required.

Advisors have access to retirement plan experience and resources, wealth management and insurance resources, internal support staff, a planning desk, practice-management support, training and development, and collaboration with professionals across planning, investments, insurance, operations, and retirement plans. BCG Securities, Inc. has more than 50 years of experience supporting financial advisors and their clients.

Compensation is production-based and may include advisory fees, commissions, and other compensation based on business generated, subject to the applicable payout structure, licensing and registration status, and firm policies. Actual compensation will vary. Applications will be handled confidentially.

Requirements

• Bachelor’s degree.
• Minimum of three years of experience as a Financial Advisor.
• Series 7 and Series 66 licenses, or Series 7 with Series 65 and Series 63.
• Strong client relationship management skills.
• Excellent verbal and written communication skills.
• Ability to work independently and collaboratively while managing multiple priorities.
• Commitment to ethical conduct, regulatory compliance, and client-focused service.

Nice To Haves

• Life and Health insurance licenses preferred.
• Experience with retirement plans, employer-sponsored plans, education markets, participant engagement, or business-owner relationships is preferred but not required.

Responsibilities

• Develop and maintain financial plans based on clients’ goals, financial circumstances, time horizons, and risk tolerances.
• Provide investment recommendations and portfolio guidance consistent with client objectives, applicable standards of care, and firm policies.
• Deliver ongoing client service through regular reviews, plan updates, and portfolio recommendations as client needs evolve.
• Help clients address retirement income, wealth management, and insurance needs as part of the planning process.
• Discuss insurance and annuity solutions where appropriate.
• Support retirement plan relationships, plan participants, and employer-sponsored retirement plan opportunities, where applicable.
• Develop new relationships and grow the practice through consistent business-development efforts.
• Build and maintain strong client relationships through clear communication, service, and follow-through.
• Collaborate with internal teams, support staff, and subject matter resources to support advisors, clients, plan sponsors, and participants.

Benefits

• 401(k) plan with company match.
• Comprehensive health and welfare benefits, including medical, dental, vision, prescription coverage, life insurance, and long-term disability.
• Internal support staff, planning desk access, and practice-management resources.
• Retirement plan experience, resources, and support.
• Training and development resources.
• Collaboration with experienced professionals across planning, investments, insurance, retirement plans, operations, and client service.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level