Senior Financial Advisor

BCG Securities; Cherry Hill Township (NJ); On-site; USD 80,000 - 100,000; Full time

Job summary

Join a forward-thinking wealth management firm dedicated to guiding clients on their financial journeys. As a Financial Advisor, you will develop tailored financial plans, make strategic investment recommendations, and provide ongoing support to clients. This dynamic role offers a supportive environment where you can grow your practice while leveraging a legacy of exceptional client service. With competitive transition income and robust internal support, you have the tools to thrive in your career. If you're passionate about helping individuals and families achieve their financial goals, this opportunity is perfect for you.

Benefits

401(k) with company match

Comprehensive health benefits

Robust internal support staff

Comprehensive training & development

Qualifications

• Minimum 3 years of experience as a Financial Advisor.
• Strong client relationship management skills are essential.

Responsibilities

• Develop and implement comprehensive financial plans for clients.
• Make strategic investment recommendations in collaboration with the investment team.
• Provide ongoing client support, including annual reviews.

Skills

Client Relationship Management

Financial Planning

Investment Strategies

Communication Skills

Education

Bachelor’s Degree

Job description

1 week ago Be among the first 25 applicants

Direct message the job poster from BCG Securities

At BCG Securities, we’re more than just a wealth management firm – we’re trusted partners in our clients’ financial journeys. With a client-first philosophy, we provide tailored investment strategies, comprehensive financial planning, and a commitment to long-term growth and stability. Our team is built on integrity, collaboration, and a deep understanding of the evolving financial landscape. If you're passionate about helping individuals, families, and businesses achieve their financial goals while growing your career in a supportive, forward-thinking environment, we’d love to connect with you.

Who We Are

BCG Securities is an independent broker-dealer and Registered Investment Advisor (RIA) with over 50 years of dedication to our clients. With a nationwide network of financial advisors, we are a premier choice for professionals seeking a dynamic, client-focused firm. Our advisors benefit from a wealth of knowledge, collaborative opportunities, and industry-leading solutions to help their clients achieve financial success.

We provide a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts – empowering you and your business to reach new heights. Our mission is simple: to support your growth. Whether you’re expanding your practice or refining your strategies, we offer the tools and flexibility you need to thrive at every stage of your financial journey.

Who We're Looking For

We are seeking an experienced financial advisor to join our dynamic team. Ideal candidates are dedicated professionals passionate about building their practice while leveraging our legacy of exceptional client service and advisor support.

Key Responsibilities

• Develop and implement comprehensive financial plans for new and existing clients.
• Make strategic investment recommendations in collaboration with our investment team.
• Provide ongoing client support, including annual reviews and portfolio adjustments.
• Establish structured planning processes to help individuals and businesses meet their financial goals.

What We Offer

• Competitive transition income for established advisors.
• 401(k) with company match to support your financial future.
• Robust internal support staff to enhance your practice.
• Comprehensive training & development tailored to your success.
• Full suite of health benefits, including:
• Medical
• Vision
• Prescription coverage
• Life Insurance
• Long-Term Disability

Position Requirements

• Bachelor’s Degree
• Minimum 3 years of experience as a Financial Advisor
• Strong client relationship management skills
• Excellent verbal and written communication skills
• Ability to work independently and within a team, managing multiple responsibilities efficiently

All applications are strictly confidential.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Sales, and Consulting

Referrals increase your chances of interviewing at BCG Securities by 2x

Inferred from the description for this job

401(k)

Vision insurance

Medical insurance

Disability insurance

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