Financial Advisor (Hybrid)

At BCG Wealth Management, we help experienced advisors grow through practical support, collaboration, and deep retirement plan experience. Our New Jersey and Pennsylvania teams work with individuals, families, business owners, and employers across wealth management, financial planning, insurance, and employer-sponsored retirement plans.

Many advisors build their practice one household at a time. That still matters. But retirement plan relationships can create a different kind of opportunity: access to employers, plan participants, business owners, and individuals who need help making decisions about their financial future.

Here, advisors can serve individual clients while also working in and around retirement plan relationships. For the right advisor, that can mean more planning conversations, deeper relationships, and a broader way to grow.

Growing a practice takes initiative. It also takes people and resources you can count on. At BCG Wealth Management, we understand how individual wealth management, employer relationships, participant engagement, insurance planning, and retirement income needs can connect.

We provide support and retirement plan experience to help advisors build relationships across these markets while staying focused on thoughtful, client-centered advice. Through BCG Securities, Inc., our team draws on more than 50 years of experience supporting financial advisors and their clients.

Our advisors have access to:

• Retirement plan experience, resources, and support
• Wealth management, financial planning, investment, and insurance resources
• Internal support staff and a planning desk
• Practice-management support
• Collaboration with professionals across planning, investments, insurance, operations, and retirement plans
• Training and development resources
• A team-oriented culture focused on advisor support and long-term client relationships

We’re looking for an experienced Financial Advisor who wants to grow with a firm that values advisor initiative, collaboration, and client service.

The ideal candidate is motivated, relationship-driven, and interested in building a practice that may include individual wealth management, financial planning, insurance solutions, and retirement plan relationships.

This opportunity may be a good fit if you enjoy working with individuals, families, businesses, employers, and plan participants, and see the value of connecting retirement plan relationships with broader financial planning needs. Prior retirement plan experience is welcome, but not required.

• →Develop and maintain financial plans based on each client’s 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 through regular reviews, plan updates, and portfolio recommendations as client needs evolve.
• →Help clients address retirement income, wealth management, and insurance needs as part of the planning process.
• →Discuss insurance and annuity solutions where appropriate.
• →Support retirement plan relationships, plan participants, and employer-sponsored retirement plan opportunities, where applicable.
• →Develop new relationships and grow your practice through consistent business-development efforts.
• →Build and maintain strong client relationships through clear communication, service, and follow-through.
• →Collaborate with internal teams, support staff, and subject matter resources to support advisors, clients, plan sponsors, and participants.

• Bachelor’s degree
• Minimum of three years of experience as a Financial Advisor
• Series 7 and Series 66 licenses, or Series 7 with Series 65 and Series 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