BGS Capital Management LLC
Overview
BGS Capital Management LLC was founded with the goal of assisting clients in all aspects of their financial lives. We provide personal service and focus on building stability and security for clients through financial independence, with tailored plans to meet each client’s needs. Role Description
This is a full-time, on-site role located in Rochelle Park, NJ. As a Financial Advisor, you will be responsible for providing financial planning, retirement planning, investment advice, and comprehensive financial advisory services. The Financial Advisor will work with clients to assess their financial needs, develop personalized plans, and manage investment portfolios. You will also conduct regular reviews with clients to ensure their financial plans are on track and make adjustments as needed. Responsibilities
Provide financial planning, retirement planning, investment advice, and comprehensive financial advisory services. Assess client financial needs and develop personalized plans. Manage investment portfolios and conduct regular reviews to ensure plans stay on track. Proactively adjust financial plans as client circumstances change. Qualifications
Experience in Financial Planning, Finance, and Retirement Planning. Knowledge of Investments and Financial Advisory services. Strong analytical, organizational, and problem-solving skills. Excellent interpersonal and communication abilities. Relevant certifications such as CFP, CFA, or similar. Ability to build and maintain strong client relationships. Experience in a client-facing role in the financial services industry. Series 7 license, Series 66 license, NJ Life & Health Insurance License. Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
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BGS Capital Management LLC was founded with the goal of assisting clients in all aspects of their financial lives. We provide personal service and focus on building stability and security for clients through financial independence, with tailored plans to meet each client’s needs. Role Description
This is a full-time, on-site role located in Rochelle Park, NJ. As a Financial Advisor, you will be responsible for providing financial planning, retirement planning, investment advice, and comprehensive financial advisory services. The Financial Advisor will work with clients to assess their financial needs, develop personalized plans, and manage investment portfolios. You will also conduct regular reviews with clients to ensure their financial plans are on track and make adjustments as needed. Responsibilities
Provide financial planning, retirement planning, investment advice, and comprehensive financial advisory services. Assess client financial needs and develop personalized plans. Manage investment portfolios and conduct regular reviews to ensure plans stay on track. Proactively adjust financial plans as client circumstances change. Qualifications
Experience in Financial Planning, Finance, and Retirement Planning. Knowledge of Investments and Financial Advisory services. Strong analytical, organizational, and problem-solving skills. Excellent interpersonal and communication abilities. Relevant certifications such as CFP, CFA, or similar. Ability to build and maintain strong client relationships. Experience in a client-facing role in the financial services industry. Series 7 license, Series 66 license, NJ Life & Health Insurance License. Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
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