Financial Advisor (Hybrid)

American Accounting Association; Marlton (NJ); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical benefits

401(k) match

Life insurance

Disability coverage

Retirement plan resources

Support staff

Practice-management support

Training programs

Team collaboration

Job summary

Horace Mann in Marlton, New Jersey is seeking an experienced Financial Advisor to grow their practice within a supportive, hybrid environment. The role emphasizes relationship-driven growth, client-focused financial planning, and opportunities in retirement plans and wealth management.

Compensation is production-based with access to resources, planning support, and retirement plan opportunities. Candidates should have a Bachelor's degree, 3+ years of experience, and relevant securities licenses.

Qualifications

• Bachelor's degree required.
• Minimum of 3 years of experience as a Financial Advisor.
• Series 7 and Series 66 licenses, or Series 7 with Series 65/63.
• Life and Health licenses preferred.
• Experience with retirement plans and employer-sponsored plans preferred.
• Strong client relationship management and communication skills.
• Ability to work independently and collaboratively while managing multiple priorities.
• Commitment to ethical conduct and regulatory compliance.

Responsibilities

• Develop and maintain financial plans for clients based on goals and risk tolerance.
• Provide investment recommendations and portfolio guidance.
• Deliver ongoing client service, reviews, and plan updates.
• Discuss insurance and annuity solutions as part of planning.
• Support retirement plan relationships and employer-sponsored plans.
• Engage in broader planning conversations including retirement income and wealth management.
• Build and manage strong client relationships through communication and follow-through.
• Collaborate with internal teams to support advisor and retirement plan experience.

Skills

Client relationship management

Communication skills

Independent and collaborative work

Regulatory compliance

Education

Bachelor's degree

Job description

Employer: Horace Mann

Location: Marlton, New Jersey

Salary: Competitive

Closing date: Sep 26, 2026

Focus Area: Budgeting & Resource Allocation, Corporate / International Finance, Regulatory Compliance & Policy

Role Type: Advisor

Role Level: Intermediate

Education Level: Bachelor's Degree

Work Mode: Hybrid

Employment Type: Full Time

Organization Type: Corporate

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

Key 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

Position 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

Additional Compensation Information

Actual compensation will vary based on production, business mix, experience, licensing/registration status, applicable payout structures, and advisor growth, subject to firm policies.

About Horace Mann

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. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.

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. Our tailored offerings include special rates and benefits for educators.

EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status

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