Financial Services Professional
4 weeks ago
About the Role:
We are seeking an experienced financial advisor to join our team at BCG Securities, an independent broker-dealer and Registered Investment Advisor. As a financial advisor, you will work closely with clients to develop and implement comprehensive financial plans, provide ongoing support, and make investment recommendations.
Key Responsibilities:
- Develop and prepare financial plans for new and existing clients
- Make investment recommendations and follow up with clients
- Provide ongoing support through annual reviews
- Present life insurance and annuity analysis
- Create a planning process to help individuals meet their financial goals
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, including medical, dental, vision, and prescription coverage
- Life insurance and long-term disability coverage
Requirements:
- Bachelor's degree
- At least 3 years of experience in a financial advisor role
- Series 7 & 66 securities licenses (or 65/63)
- Life/health license preferred
- Exceptional client relationship management skills
- Excellent writing and verbal communication skills
- Ability to work independently and as a team member
About Horace Mann:
Horace Mann is a leading provider of insurance and financial services to educators and their families. With over 75 years of experience, we have a strong commitment to helping our clients achieve their financial goals. We offer a range of products and services, including life insurance, annuities, and investment planning.
EOE/Minorities/Females/Veterans/Disabled:
Horace Mann is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment and consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
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