Financial Advisor (Hybrid)

Series 7 and Series 66 securities licenses, or Series 7 with Series 65/63

Strong client relationship management skills

Commitment to ethical conduct, regulatory compliance, and client-focused service

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.

At BCG Securities, we understand that advisors want the freedom to grow their practice while having access to meaningful operational, planning, and retirement plan support.

We provide advisors with the resources, collaboration, and infrastructure to help them focus on client relationships and long-term business growth, including:

• Comprehensive medical, dental, and vision coverage

• 401(k) with company match

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

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