Financial Advisor
About the role
BCG Securities is part of the Horace Mann family of companies. We are seeking an experienced Financial Advisor who is relationship-driven, entrepreneurial, and motivated to grow their practice within a supportive environment.
Compensation Structure
This opportunity offers production-based compensation designed for advisors who want to grow their earnings alongside the growth of their practice and client relationships. Compensation may include advisory fees, commissions, and other production-based earnings, supported by a collaborative platform, operational resources, and retirement plan opportunities.
What We Offer
- Comprehensive medical, dental, and vision coverage
- 401(k) with company match
- Life insurance and long-term disability coverage
- Retailment plan support and resources
- Internal support staff and operational assistance
- Practice-management support
- Planning and investment resources
- Ongoing training and professional development opportunities
- Collaboration across planning, investments, insurance, retirement plans, operations, and client service teams
- A team-oriented culture focused on advisor success and long-term client relationships
Why Advisors Choose BCG Securities
- Supportive professionals and resources
- Focus on building relationships and delivering client-centered advice
- Access to 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
- A team-oriented culture focused on long-term advisor success
Key Responsibilities
- 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
- Deliver ongoing client service, including reviews, plan updates, and portfolio recommendations as client needs evolve
- Discuss insurance and annuity solutions, where appropriate, as part of the planning process
- 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
- Build and manage strong client relationships through consistent communication, service, and follow-through
- Work with internal teams, support staff, and subject matter resources to support a strong advisor, client, and retirement plan experience
Position Requirements
- Bachelor’s degree
- Minimum of 3 years of experience as a Financial Advisor
- Series 7 and Series 66 securities licenses, or Series 7 with Series 65/63
- 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
Additional Compensation Information
Actual compensation will vary based on production, business mix, experience, licensing/registration status, applicable payout structures, and advisor growth, subject to firm policies.
Equal Opportunity Employer
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.