Join BCG Securities as a Financial Advisor, where you will develop comprehensive financial plans and provide exceptional client service. Leverage our resources to help clients achieve their financial goals and grow your practice.
Key Responsibilities
Develop and prepare comprehensive financial plans for new and existing clients
Make investment recommendations and follow-ups for client portfolios
Provide ongoing support for existing clients through annual reviews
Present life insurance and annuity analysis
Create a planning process to help individuals meet their financial goals
Work with businesses, business owners, and individuals
Required Qualifications
Bachelor’s Degree
At least 3 years related experience in the Financial Advisor role
Series 7 & 66 securities licenses (or 65/63)
Exceptional client relationship management skills
Excellent writing and verbal communication skills
Ability to work independently and as a team member
Demonstrate exceptional time-management skills
Preferred Qualifications
Life/Health insurance license
Benefits & Perks
Highly competitive transition income for established advisorsCompany matched 401(k)Internal support staffHands-on training and development programHealth BenefitsMedicalDentalVisionPrescriptionLife InsuranceLong Term Disability