Senior Financial Advisor
4 weeks ago
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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