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Senior Financial Advisor

3 months ago

Cherry Hill, New Jersey, United States BCG Securities Full time

Who We Are:

BCG Securities, 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 youor your businessto new heights.

At BCG Securities, the game plan is simple: were 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 Were 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.

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:

  • Bachelors 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.