Horace Mann
Financial Advisor
Horace Mann, Cherry Hill, New Jersey, United States, 08358
Who We Are:
BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor ("RIA"), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with knowledge and opportunities to collaborate with clients to meet their goals and succeed. We offer a suite of differentiated products, integrated wealth management solutions and access to subject matter experts that will take you-or your business-to new heights.
At BCG Securities, the game plan is simple: we're here to help you grow. Our solutions to can be used to meet your specific situation, needs and goals at any point in your financial journey. We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts. We build diversity into our business to meet our clients' needs for flexibility and long-term growth.
Who We're Looking For:
We are currently seeking an experienced financial advisor to join our dynamic team. Someone who is continuing to develop their practice though their passion and commitment and couple that with our legacy of exceptional client service and advisor support. This is an hybrid/onsite position in our Cherry Hill, NJ location.
Some of the essential duties and responsibilities:Develop and prepare comprehensive financial plans for new and existing clientsMake investment recommendations and subsequent follow-ups for client portfolios with investment teamProvide ongoing support for existing clients through annual reviewsPresent life insurance and annuity analysisCreate a planning process to help individuals meet their financial goals.Work with businesses, business owners and individualsWhat We Offer:
Highly competitive transition income for established advisorsCompany matched 401(k)Internal support staffHands on training and development programHealth BenefitsMedicalDentalVisionPrescriptionLife InsuranceLong Term DisabilityPosition Requirements:
Bachelor's DegreeAt least 3 years related experience in the Financial Advisor roleSeries 7 & 66 securities licenses (or 65/63)Life/Health preferredExceptional client relationship management skillsExcellent writing and verbal communication skillsAbility to work independently and as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time-management skills
All resumes are kept strictly confidential.
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Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.
EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status
For applicants that are California residents, please review our California Consumer Privacy Notice
All applicants should review our Horace Mann Privacy Policy
BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor ("RIA"), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with knowledge and opportunities to collaborate with clients to meet their goals and succeed. We offer a suite of differentiated products, integrated wealth management solutions and access to subject matter experts that will take you-or your business-to new heights.
At BCG Securities, the game plan is simple: we're here to help you grow. Our solutions to can be used to meet your specific situation, needs and goals at any point in your financial journey. We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts. We build diversity into our business to meet our clients' needs for flexibility and long-term growth.
Who We're Looking For:
We are currently seeking an experienced financial advisor to join our dynamic team. Someone who is continuing to develop their practice though their passion and commitment and couple that with our legacy of exceptional client service and advisor support. This is an hybrid/onsite position in our Cherry Hill, NJ location.
Some of the essential duties and responsibilities:Develop and prepare comprehensive financial plans for new and existing clientsMake investment recommendations and subsequent follow-ups for client portfolios with investment teamProvide ongoing support for existing clients through annual reviewsPresent life insurance and annuity analysisCreate a planning process to help individuals meet their financial goals.Work with businesses, business owners and individualsWhat We Offer:
Highly competitive transition income for established advisorsCompany matched 401(k)Internal support staffHands on training and development programHealth BenefitsMedicalDentalVisionPrescriptionLife InsuranceLong Term DisabilityPosition Requirements:
Bachelor's DegreeAt least 3 years related experience in the Financial Advisor roleSeries 7 & 66 securities licenses (or 65/63)Life/Health preferredExceptional client relationship management skillsExcellent writing and verbal communication skillsAbility to work independently and as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time-management skills
All resumes are kept strictly confidential.
#LI-JC1
#vizi#
#IND1
Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.
EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status
For applicants that are California residents, please review our California Consumer Privacy Notice
All applicants should review our Horace Mann Privacy Policy