wealth management advisor

Horace Mann

<p><strong>Who We Are:</strong></p> <p>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. We supply our advisor partners with knowledge and opportunities to collaborate with clients to meet their goals and succeed. We offer a suite of differentiated products, integrated wealth management solutions and access to subject matter experts that will take you-or your business-to new heights.</p> <p>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 offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts. We build diversity into our business to meet our clients' needs for flexibility and long-term growth.</p> <p><strong>Who We're Looking For:</strong></p> <p>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. This is an hybrid/onsite position in our Cherry Hill, NJ location.</p> <p> <strong>Some of the essential duties and responsibilities:</strong></p> <ul> <li>Develop and prepare comprehensive financial plans for new and existing clients</li> <li>Make investment recommendations and subsequent follow-ups for client portfolios with investment team</li> <li>Provide ongoing support for existing clients through annual reviews</li> <li>Present life insurance and annuity analysis</li> <li>Create a planning process to help individuals meet their financial goals.</li> <li>Work with businesses, business owners and individuals</li> </ul> <p><strong> What We Offer:</strong></p> <ul> <li>Highly competitive transition income for established advisors</li> <li>Company matched 401(k)</li> <li>Internal support staff</li> <li>Hands on training and development program</li> <li>Health Benefits</li> <li>Medical</li> <li>Dental</li> <li>Vision</li> <li>Prescription</li> <li>Life Insurance</li> <li>Long Term Disability</li> </ul> <p><strong> Position Requirements:</strong></p> <ul> <li>Bachelor's Degree</li> <li>At least 3 years related experience in the Financial Advisor role</li> <li>Series 7 & 66 securities licenses (or 65/63)</li> <li>Life/Health preferred</li> <li>Exceptional client relationship management skills</li> <li>Excellent writing and verbal communication skills</li> <li>Ability to work independently and as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time-management skills</li> </ul> <p>All resumes are kept strictly confidential.</p> <p></p> <p>#</p> <p></p> <p>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.</p> <p>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.</p> <p>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</p> <p>For applicants that are California residents, please review our California Consumer Privacy Notice </p> <p>All applicants should review our Horace Mann Privacy Policy </p>

Financial Advisor

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>Job Description</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><b>
What is the opportunity?</b></p><p>
The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Associate Financial Advisor&rsquo;s goal is to learn and integrate key business-building knowledge and competencies which FAs must have to help attract and retain clients through helping them achieve their financial goals.</p><p></p><p><b>
What will you do?</b></p><ul><li>
Study for and obtain the Associate Financial Advisor program&rsquo;s required licensing<ul><li>
Study and pass series 7 exam.</li><li>
Study and pass series 66 and life and health insurance exams.</li></ul></li><li>
Complete Associate Financial Advisor program assignments within the curriculum&rsquo;s timelines<ul><li>
RBC tools and technology introduction</li><li>
RBC policies and procedures</li><li>
Products and services&mdash;including scenarios and case studies</li><li>
Compliance</li><li>
Planning, marketing, prospecting, and servicing</li></ul></li><li>
Report activities and results per the Associate Financial Advisor program&rsquo;s requirements<ul><li>
Implement specific coaching from the Associate Financial Advisor sales manager</li></ul></li><li>
Become familiar with RBC Wealth Management<ul><li>
Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development toward becoming a RBC Financial Advisor</li><li>
Be knowledgeable and comply with all regulations and rules of various regulatory agencies and company policies</li><li>
Complete all RBC WM new employee orientation online modules and others as required</li></ul></li></ul><p></p><p><b>
What do you need to succeed?</b></p><p><b>
Must-have</b></p><ul><li>
Bachelor&rsquo;s degree or equivalent work experience</li><li>
Ability to obtain Series 7 and Series 66 within 120 days of beginning employment at RBC</li><li>
Ability to take initiative and function independently</li><li>
Excellent interpersonal and marketing skills</li><li>
Strong drive and dedication</li><li>
Demonstrated ability to develop and promote business; a track record of success Ability to make solid decisions in a fast paced, quick turnaround environment</li></ul><p></p><p><b>
Nice-to-have</b></p><ul><li>
Entrepreneurial experience</li><li>
Active in a community, athletic or business group</li><li>
Fundraising experience.</li></ul><p></p><p><b>
What&rsquo;s in it for you?</b></p><p>
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.</p><ul><li>
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable</li><li>
Leaders who support your development through coaching and managing opportunities</li><li>
Ability to make a difference and lasting impact</li><li>
Work in a dynamic, collaborative, progressive, and high-performing team</li><li>
Flexible work/life balance options</li><li>
Opportunities to do challenging work</li><li>
Opportunities to take on progressively greater accountabilities</li><li>
Access to a variety of job opportunities across business</li></ul><p></p><p><b>
Job Skills</b></p>
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management<p></p><p><b>
Additional Job Details</b></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Address:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
200 GLASTONBURY BOULEVARD:GLASTONBURY<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
City:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Glastonbury<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Country:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
United States of America<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Work hours/week:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
40<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Employment Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Full time<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Platform:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
WEALTH MANAGEMENT<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Job Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Regular<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Pay Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Salaried<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Posted Date:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
2025-10-29<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Application Deadline:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
2025-11-05<p><b>
Note</b><b>:</b> <i>Applications will be accepted until 11:59 PM on the day prior to the application deadline date above</i></p><p></p><p><b>
I</b><b>nclusion</b><b> and Equal Opportunity Employment</b></p><p></p><p>
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.</p><p></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Join our Talent Community</b><br>
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>

Associate Financial Advisor

<p>We are seeking a highly motivated and client-focused <b>Wealth and Equity Advisor </b>to provide personalized investment and financial planning advice to high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNWIs), and institutional clients. The role involves advising clients on portfolio construction, equity investments, wealth preservation, and long-term financial growth strategies aligned with their goals.</p><p>Key Responsibilities:</p><p>&middot; <b>Client Relationship Management:</b></p><p>o Develop and maintain long-term relationships with clients, providing tailored wealth advisory solutions.</p><p>o Conduct regular portfolio reviews and financial planning sessions with clients.</p><p>o Understand clients&rsquo; investment goals, risk appetite, and time horizon to offer customized advice.</p><p>&middot; Investment Advisory:</p><p>o Provide research-driven equity recommendations including listed stocks, ETFs, and structured products.</p><p>o Monitor market trends, macroeconomic data, and portfolio performance to ensure alignment with client objectives.</p><p>o Assist in asset allocation strategies across equities, fixed income, alternative investments, and other asset classes.</p><p>&middot; Financial Planning:</p><p>o Offer comprehensive financial planning services including retirement planning, tax optimization, succession planning, and estate management.</p><p>o Coordinate with legal and tax advisors when necessary to ensure holistic financial advice.</p><p>&middot; Product Knowledge G Due Diligence:</p><p>o Maintain deep knowledge of financial products, especially in equities, derivatives, and wealth preservation instruments.</p><p>o Evaluate third-party investment products and perform due diligence on fund managers, PMS, AIFs, and mutual funds.</p><p>&middot; Compliance G Reporting:</p><p>o Ensure adherence to internal policies, regulatory guidelines, and documentation standards (e.g., KYC, risk profiling).</p><p>o Prepare and present performance reports and investment proposals to clients.</p><p>&#490;ualifications G Skills:</p><p>&middot; Bachelor&rsquo;s or Master&rsquo;s degree in Finance, Economics, Business, or related field.</p><p>&middot; financial certification preferred.</p><p>&middot; 2-4 years of experience in wealth management, equity advisory, or private banking.</p><p>&middot; Strong understanding of capital markets, equity research, and financial instruments.</p><p>&middot; Excellent communication, analytical, and interpersonal skills.</p><p>&middot; High ethical standards and client-centric approach.</p><p>Key Performance Indicators (KPIs):</p><p>&middot; Growth in Assets Under Advisory (AUA)</p><p>&middot; Client acquisition and retention</p><p>&middot; Client satisfaction and feedback</p><p>&middot; Portfolio performance against benchmarks</p><p>&middot; Compliance and regulatory adherence</p><p><b>Compensation: </b>To be discussed during interview</p><p>Job Types: Full-time, Permanent</p>

Wealth and Equity Advisor

NJR Recruitment

<p><strong>Wealth Management Assistant </strong></p> <p><strong>Coventry/Hybrid working (MUST be a driver) </strong></p> <p><strong>Salary up to £40,000</strong></p> <p>NJR is currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports professionals and now have an excellent opportunity for an ambitious Wealth Management Executive to join their highly successful practice. The purpose of the role will be to provide administrative support to the Principal Partner to ensure that the relationships between the Practice and Private clients can be optimised. Maintain existing business with current clients, grow business relationships with current clients, and assist in bringing new clients on board. To support the Principal Partner when informing and advising clients on the financial strategies, plans and products, and organise the technical task, illustrations, and reports.</p> <p>The role will involve supporting their top performing Advisors, you will ned to have industry related experience to be considered for this role and be fully confident in processing new business and also able to adapt to a fast-paced working environment.</p> <p>Our Client offer a friendly working environment and culture, who also promote and encourage development within the business.</p> <p>Responsibilities</p> <p>o Support clients/Adviser by researching and analysing clients' requirements.</p> <p>o Prepare new business files, with the use of an external Paraplanner (where appropriate) taking full responsibility for the client files and back-office IT records throughout the advice process.</p> <p>o Deal effectively with queries from clients and other parties through effective communication.</p> <p>o Help clients better understand the full potential of our products.</p> <p>o Provide client/Adviser support in relation to existing client needs including but not limited to preparing valuations, withdrawals, deceased clients, change of address, change in client circumstances, pension sharing orders.</p> <p>o Provide support as required to all departments within the Practice, including the Management team.</p> <p>o Support the Practice to ensure the end-to-end business process is adhered to and tracked efficiently in line with Practice and regulatory standards.</p> <p>o Fully analyse clients' requirements, develop, where appropriate, cash flow models and accurately record client data.</p> <p>o Research and analyse financial products to meet client requirements and objectives.</p> <p>o Construct financial planning solutions investment, retirement, tax and estate planning supported by the production of computer models and reports.</p> <p>o Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.</p> <p>o Deal with general client queries and attend client meetings with the Partner if required.</p> <p>o Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process.</p> <p>o Work within and stay up to date with template changes and advice notes.</p> <p>o Process New Business in line with SJP compliance guidelines.</p> <p>o Maintain accurate records of all client contact.</p> <p>o Answer incoming calls in a professional manner.</p> <p>o Provide an excellent level of customer service to Practice clients.</p> <p>o Adhoc project work that may be required from time to time.</p> <p>o Any other reasonable tasks that may be required by the Business.</p> <p>Knowledge and experience:</p> <p>o Previous paraplanning experience within an IFA or Wealth Management environment.</p> <p>o Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience).</p> <p>o Familiar with all major research systems (e.g. Analytics, Voyant etc.)</p> <p>o Experience of the Pension Transfer market, a knowledge of Final Salary Pension Transfer market would be desirable.</p> <p>o Experience of the administration of IHT and/or Investment products.</p> <p>o Demonstrates up to date knowledge of relevant regulation and legislation.</p> <p>Skills and behaviours:</p> <p>o Able to transpose information accurately.</p> <p>o Strong numeracy skills.</p> <p>o Comfortable using templated Suitability Letters.</p> <p>o Confident in dealing with third parties and can work with total discretion.</p> <p>o Highly organised with excellent communication skills.</p> <p>o Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel).</p> <p>o Exceptional attention to detail.</p> <p>o Manages time effectively with the ability to multi-task.</p> <p>o Keeps calm when faced with conflicting demands and handles these effectively.</p> <p>o Demonstrates a positive attitude at all times.</p> <p>o Works well on own tasks as well as on shared goals as part of a team.</p> <p>o Enthusiasm to help clients.</p> <p>If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR15881</p>

Wealth Management Assistant

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