Geared toward experienced Financial Advisors comfortable with retirement plan relationships and client-centered advice, with a focus on collaboration and growth in a hybrid work arrangement in New Jersey.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Horace Mann via Greenhouse
Bring Your Practice to a Firm Built Around Advisor Support and Retirement Plan Experience
At BCG Wealth Management, we help experienced advisors grow through practical support, collaboration, and deep retirement plan experience. Our New Jersey and Pennsylvania teams work with individuals, families, business owners, and employers across wealth management, financial planning, insurance, and employer-sponsored retirement plans.
Many advisors build their practice one household at a time. That still matters. But retirement plan relationships can create a different kind of opportunity: access to employers, plan participants, business owners, and individuals who need help making decisions about their financial future.
Here, advisors can serve individual clients while also working in and around retirement plan relationships. For the right advisor, that can mean more planning conversations, deeper relationships, and a broader way to grow.
What Makes This Opportunity Different
Growing a practice takes initiative. It also takes people and resources you can count on. At BCG Wealth Management, we understand how individual wealth management, employer relationships, participant engagement, insurance planning, and retirement income needs can connect.
We provide support and retirement plan experience to help advisors build relationships across these markets while staying focused on thoughtful, client-centered advice. Through BCG Securities, Inc., our team draws on more than 50 years of experience supporting financial advisors and their clients.
Our advisors have access to:
Retirement plan experience, resources, and support
Wealth management, financial planning, investment, and insurance resources
Internal support staff and a planning desk
Practice-management support
Collaboration with professionals across planning, investments, insurance, operations, and retirement plans
Training and development resources
A team-oriented culture focused on advisor support and long-term client relationships
Who We’re Looking For
We’re looking for an experienced Financial Advisor who wants to grow with a firm that values advisor initiative, collaboration, and client service.
The ideal candidate is motivated, relationship-driven, and interested in building a practice that may include individual wealth management, financial planning, insurance solutions, and retirement plan relationships.
This opportunity may be a good fit if you enjoy working with individuals, families, businesses, employers, and plan participants, and see the value of connecting retirement plan relationships with broader financial planning needs. Prior retirement plan experience is welcome, but not required.
Key Responsibilities
Develop and maintain financial plans based on each client’s goals, financial circumstances, time horizon, and risk tolerance.
Provide investment recommendations and portfolio guidance consistent with client objectives, applicable standards of care, and firm policies.
Deliver ongoing client service through regular reviews, plan updates, and portfolio recommendations as client needs evolve.
Help clients address retirement income, wealth management, and insurance needs as part of the planning process.
Discuss insurance and annuity solutions where appropriate.
Support retirement plan relationships, plan participants, and employer-sponsored retirement plan opportunities, where applicable.
Develop new relationships and grow your practice through consistent business-development efforts.
Build and maintain strong client relationships through clear communication, service, and follow-through.
Collaborate with internal teams, support staff, and subject matter resources to support advisors, clients, plan sponsors, and participants.
What We Offer
401(k) plan with company match
Comprehensive health and welfare benefits, including medical, dental, vision, prescription coverage, life insurance, and long-term disability
Internal support staff, planning desk access, and practice-management resources
Retirement plan experience, resources, and support
Training and development resources
Collaboration with experienced professionals across planning, investments, insurance, retirement plans, operations, and client service
A culture focused on advisor support, practical problem-solving, and long-term relationship building
Position Requirements
Bachelor’s degree
Minimum of three years of experience as a Financial Advisor
Series 7 and Series 66 licenses, or Series 7 with Series 65 and Series 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
Ability to work independently and collaboratively while managing multiple priorities
Commitment to ethical conduct, regulatory compliance, and client-focused service
Compensation
Compensation for this role is production-based and may include advisory fees, commissions, and other compensation based on business generated, subject to the applicable payout structure, licensing and registration status, and firm policies. Actual compensation will vary.
All applications will be handled confidentially.
BCG Wealth Management is the DBA used by BCG Securities, Inc.’s New Jersey and Pennsylvania-based advisor teams. Securities and investment advisory services are offered through BCG Securities, Inc., a broker-dealer and Registered Investment Advisor, member FINRA/SIPC. BCG Securities, Inc. is part of the Horace Mann family of companies.
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 who are California residents, please review our California Consumer Privacy Notice.
All applicants should review our Horace Mann Privacy Policy.
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
Source: Horace Mann careers (Greenhouse)