Financial Planning Representative.

Company: Horace Mann
Location: Willingboro
Posted on: June 4, 2025

Job Description:

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. 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 build diversity into our business to meet our clients' needs for flexibility and long-term growth.
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. Develop and prepare comprehensive financial plans for new and existing clients
Make investment recommendations and subsequent follow-ups for client portfolios with investment team
Present life insurance and annuity analysis
Create a planning process to help individuals meet their financial goals.
Internal support staff
Hands on training and development program
Medical
Dental
Long Term Disability
-Bachelor's Degree
At least 3 years related experience in the Financial Advisor role
Excellent writing and verbal communication skills
All resumes are kept strictly confidential.
#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
For applicants that are California residents, please review our California Consumer Privacy Notice
All applicants should review our Horace Mann Privacy Policy

Keywords: Horace Mann, Perth Amboy , Financial Planning Representative., Accounting, Auditing , Willingboro, New Jersey