Financial Advisor (Hybrid)

ViziRecruiter,LLC.; Cherry Hill Township (NJ); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision coverage

401(k) with company match

Life insurance and long-term disability coverage

Job summary

ViziRecruiter, LLC. is seeking an experienced Financial Advisor located in Cherry Hill Township, New Jersey. This role focuses on developing and maintaining financial plans for clients, providing investment recommendations, and delivering ongoing service.

The ideal candidate will possess strong client relationship management skills and a commitment to ethical conduct. Qualified applicants should have a Bachelor’s degree and minimum of 3 years of experience as a Financial Advisor.

Qualifications

• Minimum of 3 years of experience as a Financial Advisor.
• Strong client relationship management skills.
• Commitment to ethical conduct and regulatory compliance.

Responsibilities

• Develop and maintain financial plans for clients.
• Provide investment recommendations and portfolio guidance.
• Deliver ongoing client service and updates.

Skills

Client relationship management

Communication skills

Financial planning

Investment recommendations

Education

Bachelor's degree

Tools

Securities licenses (Series 7, Series 66)

Life and Health insurance licenses

Job description

Introduction

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. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future.

Overview

BCG Securities is part of the Horace Mann family of companies.

Build Your Practice with a Firm Focused on Advisor Support and Retirement Plan Opportunities

We are seeking an experienced Financial Advisor who is relationship-driven, entrepreneurial, and motivated to grow their practice within a supportive environment.

BCG Securities is a broker‑dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning, insurance, and employer‑sponsored retirement plans.

We understand that today’s advisors want more than a platform. They want flexibility, support, meaningful client relationships, and opportunities to grow their business in multiple ways.

At BCG Securities, advisors have the opportunity to serve individual clients while also supporting retirement plan relationships, plan participants, business owners, and employers. For the right advisor, this creates opportunities for broader planning conversations, stronger client relationships, and long‑term practice growth.

Compensation Structure:

This opportunity offers production‑based compensation designed for advisors who want to grow their earnings alongside the growth of their practice and client relationships. Compensation may include advisory fees, commissions, and other production‑based earnings, supported by a collaborative platform, operational resources, and retirement plan opportunities.

What We Offer

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.

We provide advisors with the resources, collaboration, and infrastructure to help them focus on client relationships and long‑term business growth, including:

• Comprehensive medical, dental, and vision coverage
• 401(k) with company match
• Life insurance and long‑term disability coverage
• Retirement plan support and resources
• Internal support staff and operational assistance
• Practice‑management support
• Planning and investment resources
• Ongoing training and professional development opportunities
• Collaboration across planning, investments, insurance, retirement plans, operations, and client service teams
• A team‑oriented culture focused on advisor success and long‑term client relationships

Why Advisors Choose BCG Securities

Our advisors are supported by experienced professionals and resources that help them focus on building relationships and delivering client‑centered advice.

Advisors have access to:

• Retirement plan support and resources
• Wealth management, investment, insurance, and financial planning solutions
• Internal support staff and planning resources
• Practice‑management support
• Collaboration across operations, investments, insurance, retirement plans, and client service teams
• Training and professional development opportunities
• A team‑oriented culture focused on long‑term advisor success

This opportunity may be a strong fit for advisors interested in:

• Building long‑term client relationships
• Expanding financial planning and wealth management conversations
• Supporting retirement plan participants and employer relationships
• Growing across investments, retirement planning, and insurance solutions
• Working independently while leveraging a collaborative support structure

Responsibilities

• Develop and maintain financial plans for new and existing clients based on their goals, financial circumstances, time horizon, and risk tolerance
• Provide investment recommendations and portfolio guidance consistent with client objectives, applicable standards of care, and firm policies
• Deliver ongoing client service, including reviews, plan updates, and portfolio recommendations as client needs evolve
• Discuss insurance and annuity solutions, where appropriate, as part of the planning process
• Support retirement plan relationships, plan participants, and employer‑sponsored retirement plan opportunities, where applicable
• Support clients through broader planning conversations, including financial planning, retirement income planning, wealth management, and insurance solutions
• Build and manage strong client relationships through consistent communication, service, and follow‑through
• Work with internal teams, support staff, and subject matter resources to support a strong advisor, client, and retirement plan experience

Requirements

• Bachelor’s degree
• Minimum of 3 years of experience as a Financial Advisor
• Series 7 and Series 66 securities licenses, or Series 7 with Series 65/63
• Life and Health insurance licenses preferred
• Experience with retirement plans, employer-sponsored plans, education markets, participant engagement, or business‑owner relationships preferred, but not required
• Strong client relationship management skills
• Excellent verbal and written communication skills
• Ability to work independently and collaboratively while managing multiple priorities
• Commitment to ethical conduct, regulatory compliance, and client‑focused service