Talent.com
Experienced Financial Consultant
Experienced Financial ConsultantHorace Mann • Willingboro, NJ, United States
Experienced Financial Consultant

Experienced Financial Consultant

Horace Mann • Willingboro, NJ, United States
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Join Us at BCG Securities!

BCG Securities (a Horace Mann Company) is a renowned independent broker-dealer and Registered Investment Advisor (RIA), committed to serving clients for over 50 years. Our network of financial advisors thrives across the United States, and we pride ourselves on being the go-to partner for exceptional financial guidance. With a strong focus on helping our advisors elevate their practices, we provide access to unique products, integrated wealth management solutions, and a team of subject matter experts.

At BCG Securities, we center our strategy on helping you flourish. Our innovative solutions are designed to cater to your unique financial journey, ensuring flexibility and long-term growth for our clients.

Who We Are Looking For :

We invite an accomplished Financial Consultant to join our vibrant team. If you are passionate about expanding your practice and dedicated to delivering exceptional client service, we want to hear from you! This is a hybrid / onsite position based in Cherry Hill, NJ.

Key Responsibilities :

  • Craft and deliver comprehensive financial plans tailored to both new and existing clients
  • Provide insightful investment recommendations and collaborate with the investment team for client portfolios
  • Offer ongoing support to existing clients through annual reviews
  • Conduct life insurance and annuity analyses
  • Establish a strategic planning process to assist individuals in reaching their financial goals
  • Engage with businesses, business owners, and individuals to provide tailored financial solutions

What You Can Expect from Us :

  • Highly competitive transition income for established advisors
  • Employer-matched 401(k)
  • In-house support staff
  • Comprehensive training and development programs
  • Health Benefits including Medical, Dental, Vision, and Prescription coverage
  • Life Insurance and Long-Term Disability benefits
  • Position Requirements :

  • Bachelor's Degree
  • Minimum of 3 years of relevant experience as a Financial Advisor
  • Series 7 & 66 securities licenses (or 65 / 63)
  • Life / Health insurance license preferred
  • Superior client relationship management skills
  • Exceptional verbal and written communication abilities
  • Capability to work independently and collaboratively, effectively manage multiple tasks, and demonstrate excellent time-management skills
  • All resumes will be treated with the utmost confidentiality.

    Horace Mann, founded in 1945, has evolved from providing affordable auto insurance for teachers to offering a broad spectrum of financial products designed to help educators protect their present and prepare for their future. Serving over 4,100 school districts nationwide and managing more than $12 billion in assets, we remain dedicated to supporting educators in identifying and achieving their financial goals.

    We are an EOE / Minorities / Females / Veterans / Disabled 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.

    California residents are encouraged to review our California Consumer Privacy Notice and all applicants should familiarize themselves with the Horace Mann Privacy Policy.

    serp_jobs.job_alerts.create_a_job

    Financial Consultant • Willingboro, NJ, United States

    Job_description.internal_linking.related_jobs
    Financial Professionals -Say Goodbye to Prospecting-Join Our Financial T

    Financial Professionals -Say Goodbye to Prospecting-Join Our Financial T

    United Placement Group • Philadelphia, PA, United States
    serp_jobs.job_card.full_time
    Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!.Now Hiring : High-Performing Financial Advisors Who Don’t Prospect. Are you exhausted from prospecting, cold calling, d...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Due Diligence Manager

    Financial Due Diligence Manager

    Grant Thornton LLP • Philadelphia, PA, US
    serp_jobs.job_card.full_time
    Financial Due Diligence Manager.At Grant Thornton, the Financial Due Diligence Manager will focus on middle-market transactions, serving dynamic organizations with experienced professionals who bri...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Affordable Housing Leasing Consultant

    Affordable Housing Leasing Consultant

    Asset Living • Camden, NJ, US
    serp_jobs.job_card.full_time +1
    Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide.Founded in 1986, Asset Living has decades of experience delivering exceptional value ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Financial Controller

    Financial Controller

    Civia Health • Philadelphia, PA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Chief Financial Officer Location : Remote- United States Department : Finance Financial Controller - Join Our Groundbreaking Clinical Trial Startup!.Are you a passionate, o...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Oracle ERP Financial Manager

    Oracle ERP Financial Manager

    Office of The Chief Financial Officer • Philadelphia, PA, United States
    serp_jobs.job_card.full_time
    Government of the District of Columbia.Office of the Chief Financial Officer (OCFO).Hybrid; Location : Washington, DC).The Office of the Chief Financial Officer (OCFO) whose mission is to enhance th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    AI Finance - Senior - Tech Consulting - Location Open

    AI Finance - Senior - Tech Consulting - Location Open

    EY • Philadelphia, PA, United States
    serp_jobs.job_card.full_time
    Location : Chicago, Akron, Arlington, Atlanta, Austin, Baltimore, Birmingham, Boca Raton, Boston, Buffalo, Charleston, Charlotte, Chattanooga, Chicago, Cincinnati, Cleveland, Columbia, Columbus, Dal...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Due Diligence Director

    Financial Due Diligence Director

    Grant Thornton • Philadelphia, PA, United States
    serp_jobs.job_card.full_time
    As a Financial Due Diligence Director, you’ll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range of advisory services to valida...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Performance Audit Senior Consultant (Remote)

    Performance Audit Senior Consultant (Remote)

    Blue Cross Blue Shield Association • Philadelphia, PA, United States
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    The role ensure Plans' operations handle customer interactions accurately and promptly, leaving a positive brand impression. Execute audit programs and validate reported results.Present updates and ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Financial Controller - AI Trainer ($150 per hour)

    Remote Financial Controller - AI Trainer ($150 per hour)

    Mercor • Philadelphia, Pennsylvania, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Senior - Financial Services (Hybrid)

    Tax Senior - Financial Services (Hybrid)

    EisnerAmper • Philadelphia, PA, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    US Experienced Financial Advisor

    US Experienced Financial Advisor

    Edward Jones • Camden, NJ, United States
    serp_jobs.job_card.full_time
    We're bullish about your future here.Your experience is valuable to us - and we know you have options.But we offer something the competition simply can't : our unique branch-team business model.One ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Management - Early Career

    Financial Management - Early Career

    Lockheed Martin Corporation • Moorestown, NJ, United States
    serp_jobs.job_card.full_time
    By bringing together people that use their passion for purposeful innovation, at Lockheed Martin we keep people safe and solve the world's most complex challenges. Our people are some of the greates...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Commercial Financial Services | Managing Consultant

    Commercial Financial Services | Managing Consultant

    Guidehouse • Philadelphia, PA, United States
    serp_jobs.job_card.full_time
    As a Managing Consultant in Guidehouse's Commercial Financial Services practice, you will have responsibility to drive projects, including client management and solution implementation.You will own...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Lead Consultant

    Lead Consultant

    Akaasa Technologies • Philadelphia, Pennsylvania, USA
    serp_jobs.job_card.full_time
    Position : Lead Consultant Financial Management.Location : Philadelphia PA 19102 (onsite or remote work).We are seeking a Techno-Functional Product Owner (SAP FS-CD) to join our team supporting the ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Finance Solutions- Treasury and Working Capital Consultant, Manager

    Finance Solutions- Treasury and Working Capital Consultant, Manager

    PwC • Philadelphia, PA, United States
    serp_jobs.job_card.full_time
    A career in our Corporate Finance and Treasury practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the st...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    EY Financial Services Consulting Staff, application via RippleMatch

    EY Financial Services Consulting Staff, application via RippleMatch

    RippleMatch Internships • Philadelphia, Pennsylvania, USA
    serp_jobs.job_card.full_time
    EY uses RippleMatch to find top talent.USA Consulting Financial Services - Insurance and Actuarial Advisory Services (IAAS) Staff. At EY were all in to shape your future with confidence.Well help...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Consultant

    Financial Consultant

    Cramer Management, LLC • Horsham, PA, United States
    serp_jobs.job_card.full_time
    Independent Branch Financial Consultant Horsham, PA.Schwab Independent Branches, led by a Schwab Independent Branch Leader franchisee and staffed by employees of the franchisee, help individuals ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Professional

    Financial Professional

    71X Suites • Philadelphia, Pennsylvania, USA
    serp_jobs.job_card.full_time +1
    Our organization has been a trusted leader in the financial services space for many years and continues to grow at a rapid pace. We operate as an independent non-captive broker-dealer working closel...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted