Onboarding

BCG Securities helps advisors identify specific success factors through its onboarding program.

With Empowerment Comes Growth Opportunity

Growth opens the door to new and exciting opportunities, and BCG Securities has experienced a phenomenal growth spurt over the past few years. We work hard to enable each advisor to give their best and reach their fullest potential. In return, we ensure that they receive the best from us. We're committed to empowering our advisors.

Earning Potential

BCG Securities offers a very competitive payout grid with some of the highest payout percentages in the industry. Joining our team, you'll have unlimited opportunity to build a stream of renewable income. You have two choices—a 1099 Independent Contractor or a W-2 Firm employee. Our W-2 employee model allows for full sales support, office space and benefits.

Outstanding Service

At BCG Securities, we feel that outstanding service in our industry has been overlooked. That's where we are different. We offer the following:

Access to senior management
All direct dial phone numbers
ISO 9001 Quality Management Registration
Invest significantly in technology

Comprehensive Onboarding Program

We believe our people are our most important asset, and we are committed to supporting them through their professional development. We offer a customized coaching process to ensure that new-hire talent is properly oriented, integrated and developed. This entails identifying specific success factors, selecting relevant and critical “first 100 days” goals, providing coaching support and coordinating communication, as well as managing the expectations of the individuals who will work with you.

Seminars

We offer free weekly webcasts and innovative seminars in our own BCG University. Seminars cover a wide array of topics and are offered throughout the year.

Annual Conferences

BCG and Pershing hold compliance and sales conferences throughout the year in multiple locations.

Marketing Information

A comprehensive supply of literature for various products is available to you. These items are updated on a regular basis to ensure that advisors have the latest selling tools at their disposal.

Advisor Support

We believe our advisors should be using their skills in front of clients rather than at a keyboard or photocopier. Accordingly, our administration department provides an excellent support system to our advisors.

Client Management System

Our computer database allows us to analyze and prepare detailed client information for our advisors to work through and ensure that we leave no stone unturned—first-class customer service is the core of our success.

Online Account Access

BCG Securities offers online account access for your clients to view their accounts. It also retains three years of statements and tax forms for easy accessibility.

Join Our Growing Team

We have built a successful, client-focused business model and an outstanding work environment where you can grow your business. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career with us.

Please contact:

Chris Cohen CFP®

Senior Financial Advisor

(856) 368-7202

(856) 824-1475

christopher.cohen@bcgsecurities.com

Christopher Cohen has over 10 years of experience working with families and individuals to meet their financial goals. Just prior to joining BCG Wealth Management, Christopher worked in the banking industry as a financial advisor and...

Senior Financial Advisor

(856) 649-3637

(856) 824-1475

tmonahan@bcgsecurities.com

Thomas's goal was (and remains), to build retirement plan assets through the "value theory" of investing. In his career, he has achieved awards of President's Council (10x) and the Directors Club (2x).

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