Join BCG Securities as a Financial Advisor and leverage your expertise to develop comprehensive financial plans, make investment recommendations, and provide exceptional client support. This role offers competitive transition income and a suite of benefits in a dynamic team environment.
Key Responsibilities
Develop and prepare comprehensive financial plans for new and existing clients
Make investment recommendations and subsequent follow-ups for client portfolios with investment team
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 preferred
Benefits & Perks
Highly competitive transition income for established advisorsCompany matched 401(k)Internal support staffHands-on training and development programHealth BenefitsMedicalDentalVisionPrescriptionLife InsuranceLong Term Disability