Senior Financial Advisor: Retirement Plans & Wealth

BCG Securities, Inc.; Cherry Hill Township (NJ); Sur place; USD 90 000 - 150 000; Plein temps

Avantages offerts par ce poste

401(k) match

Support staff

Training resources

Collaboration with professionals

Advisor-focused culture

Health benefits

Résumé du poste

BCG Securities, Inc. invites experienced Financial Advisors to join a firm built around advisor support and retirement plan experience.

You’ll grow a practice that combines individual wealth management, retirement plan relationships, and comprehensive financial planning, working with clients across individuals, families, businesses and plan participants. The ideal candidate is relationship-driven, motivated, and eager to build long-term client relationships while delivering thoughtful,

Qualifications

• 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.

Responsabilités

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

Connaissances

Client relationships

Communication skills

Independent yet collaborative

Relationship management

Formation

Series 7/66 licenses

Life and Health licenses

Description du poste

BCG Securities, Inc. invites experienced Financial Advisors to join a firm built around advisor support and retirement plan experience.

You’ll grow a practice that combines individual wealth management, retirement plan relationships, and comprehensive financial planning, working with clients across individuals, families, businesses and plan participants. The ideal candidate is relationship-driven, motivated, and eager to build long-term client relationships while delivering thoughtful,