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Job Description
Join BCG Securities as a Financial Advisor and leverage a legacy of exceptional client service. You'll develop comprehensive financial plans and provide ongoing support to clients while working in a dynamic team atmosphere backed by strong internal resources.
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
Time-management skills
Preferred Qualifications
Life/Health 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