Financial Advisor (Hybrid)

Role description

Build Your Practice with a Firm Focused on Advisor Support and Retirement Plan Opportunities
We are seeking an

experienced Financial Advisor

who is relationship-driven, entrepreneurial, and motivated to grow their practice within a supportive environment.
BCG Securities is a broker-dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning, insurance, and employer-sponsored retirement plans.
We understand that today’s advisors want more than a platform. At BCG Securities, advisors have the opportunity to serve individual clients while also supporting retirement plan relationships, plan participants, business owners, and employers. For the right advisor, this creates opportunities for broader planning conversations, stronger client relationships, and long-term practice growth.
Compensation Structure:
Compensation may include advisory fees, commissions, and other production-based earnings, supported by a collaborative platform, operational resources, and retirement plan opportunities.
At BCG Securities, we understand that advisors want the freedom to grow their practice while having access to meaningful operational, planning, and retirement plan support.
We provide advisors with the resources, collaboration, and infrastructure to help them focus on client relationships and long-term business growth, including:
• Comprehensive medical, dental, and vision coverage
• Life insurance and long-term disability coverage
• Retirement plan support and resources
• Planning and investment resources
• Ongoing training and professional development opportunities
• Collaboration across planning, investments, insurance, retirement plans, operations, and client service teams
• Our advisors are supported by experienced professionals and resources that help them focus on building relationships and delivering client-centered advice.
Retirement plan support and resources
• Wealth management, investment, insurance, and financial planning solutions
• Internal support staff and planning resources
• Collaboration across operations, investments, insurance, retirement plans, and client service teams
• Training and professional development opportunities
• Building long-term client relationships
• Expanding financial planning and wealth management conversations
• Supporting retirement plan participants and employer relationships
• Growing across investments, retirement planning, and insurance solutions
• Working independently while leveraging a collaborative support structure
Develop and maintain financial plans for new and existing clients based on their 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
• Support retirement plan relationships, plan participants, and employer-sponsored retirement plan opportunities, where applicable
• Support clients through broader planning conversations, including financial planning, retirement income planning, wealth management, and insurance solutions
• Work with internal teams, support staff, and subject matter resources to support a strong advisor, client, and retirement plan experience
Bachelor’s degree
• Minimum of 3 years of experience as a Financial Advisor
• 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
• Commitment to ethical conduct, regulatory compliance, and client-focused service
Actual compensation will vary based on production, business mix, experience, licensing/registration status, applicable payout structures, and advisor growth, subject to firm policies.
All applications will be handled confidentially.

#APP
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. 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. 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
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