Horace Mann
Financial Advisor (Hybrid)
Cherry Hill, NJ
Sponsorship not specifiedDetected 56 days ago
ComplianceCommunicationCollaboration
About the role
- At BCG Securities, advisors have the opportunity to serve individual clients while also supporting retirement plan relationships, plan participants, business owners, and employers.
- We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs.
- This includes insurance to protect what they have today and financial products to help them prepare for their future.
Responsibilities
- Develop and maintain financial plans for new and existing clients based on their goals, financial circumstances, time horizon, and risk tolerance
- Deliver ongoing client service, including reviews, plan updates, and portfolio recommendations as client needs evolve
- Build and manage strong client relationships through consistent communication, service, and follow-through
- We help educators identify their financial goals and develop plans to achieve them.
- Internal support staff and operational assistance
- Practice-management support
Requirements
- Bachelor's degree
- Minimum of 3 years of experience as a Financial Advisor
Compensation
- 401(k) with company match
- Internal support staff and operational assistance
- Practice-management support
- Planning and investment resources
- Ongoing training and professional development opportunities
- A team-oriented culture focused on advisor success and long-term client relationships
Benefits
- At BCG Securities, we understand that advisors want the freedom to grow their practice while having access to meaningful operational, planning, and retirement plan support.
- Comprehensive medical, dental, and vision coverage
- Life insurance and long-term disability coverage
- Retirement plan support and resources
- Collaboration across planning, investments, insurance, retirement plans, operations, and client service teams
Company info
- Discuss insurance and annuity solutions, where appropriate, as part of the planning process
- Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers.
- Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow.
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