Senior Financial Advisor

4 weeks ago


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

About BCG Securities

BCG Securities is a leading independent broker-dealer and Registered Investment Advisor with over 50 years of experience dedicated to its clients. With a strong presence in the United States, we offer a unique blend of knowledge, opportunities, and support to our advisor partners.

Our Mission

We strive to help our clients grow by providing a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts. Our goal is to build a diverse business that meets the evolving needs of our clients.

Job Summary

We are seeking an experienced financial advisor to join our dynamic team. The ideal candidate will have a passion for developing their practice and a commitment to exceptional client service and advisor support.

Key Responsibilities

  • Develop and prepare comprehensive financial plans for new and existing clients
  • Make investment recommendations and subsequent follow-ups for client portfolios with the 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

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.



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