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Senior Financial Advisor
1 month ago
We are seeking an experienced Senior Financial Advisor to join our dynamic team at BCG Securities. As a trusted partner, you will work closely with clients to develop and implement comprehensive financial plans, providing expert guidance on investment strategies and portfolio management.
About the Role
Key Responsibilities:
- Develop and prepare financial plans for new and existing clients
- Make investment recommendations and provide ongoing support for client portfolios
- Present life insurance and annuity analysis to clients
- Create a planning process to help individuals meet their financial goals
What We Offer
As a valued member of our team, you will enjoy:
- 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, and Long Term Disability
Requirements
To be successful in this role, you will need:
- 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
Why Choose BCG Securities?
We are a recognized premier broker-dealer and RIA of choice, dedicated to our clients for over 50 years. Our team is passionate about delivering exceptional client service and advisor support, and we are committed to helping our advisors grow and succeed.
