Wealth Advisor

Job Description

Job Description

Who is BGM?

BGM is a nationally recognized collective or entrepreneurial-minded advisors, analysts, accountants and auditors who leverage a full suite of financial services to provide present tense impact and future focused growth.

We don’t just solve problems, we anticipate needs. We don’t just provide ideas, we provide insight. And we don’t just look at the bottom line, we look for opportunities. We work with our clients to create innovative solutions to help grow their business, achieve their goals, and realize their passion. 

We are seeking a highly skilled  Wealth Advisor to join our team!  The ideal candidate will play a crucial role in both relationship management and business development within the firm. They will manage a select group of current clients, delivering exceptional service and supporting the financial planning process. The primary goal of these relationships is to transition clients to a Service Advisor, allowing the candidate to focus on driving business development efforts. 

In this role, the candidate will ensure that meeting preparation and financial planning strategies are executed effectively, while also identifying opportunities to increase client engagement and expand service offerings. Strong interpersonal skills, a deep understanding of financial strategies, and a commitment to consistently delivering high-quality service are essential.

Additionally, the candidate will be responsible for actively pursuing business growth through targeted marketing efforts, cross-selling BGM services, and enhancing the firm's brand recognition.

This position offers a base salary of $75,000-$150,000 along with unlimited bonus potential based on meeting and exceeding new revenue goals.

Responsibilities include but are not limited to:

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  Identify and engage new qualified clients
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  Identify and capture share of wallet from existing clients, and request client referrals
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  Lead projects to enhance marketing and lead generation strategies
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  Maintain and expand relationships with key business contacts and centers of influence (COIs)
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  Foster a sales culture that engages all employees in the sales process, while maintaining a service-oriented approach.
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  Ensure all client interactions and financial recommendations adhere to regulatory requirements
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  Stay informed about market trends, economic conditions, and regulatory changes to provide up-to-date advice
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  Contributes to the leadership of the group by mentoring Service Advisors and Paraplanners
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  Identifies opportunities during client conversations to generate business development opportunities

Client Responsibilities:

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  Manage client relationships proactively, acting as the first point of contact
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  Answer routine client questions and service requests independently
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  Develop client strategy or advice independently, with decision-making authority
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  Consistently find opportunities to build deeper rapport with clients
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  Confidently discuss firm value proposition, service offerings, and deliverables
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  Competently discuss investment strategies

Team Responsibilities:

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  Conduct meetings with clients, being sure to incorporate the Paraplanner or Service Advisor into the meeting when appropriate
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  Develop client strategy
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  Maintain strong working relationships with team members from all divisions
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  Take the lead on teaching topics of interest internally
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  Mentor Service Advisors and Paraplanners on their career trajectory
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  Grow business lines and work with prospects. Drive revenue to the firm

Preferred Qualifications and Skills:

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  Bachelor’s Degree or equivalent work experience in lieu of degree
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  Experience in either a lead advisor role or business development role, with a demonstrated track record of or desire to step into a position where successfully acquiring new clients and driving significant revenue growth is paramount
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  Demonstrated understanding of financial planning concepts, investment products, financial regulations, and compliance standards
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  Certified Financial Planning (CFP®) certification
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  Experience with industry-related programs such as Charles Schwab, Salesforce, MoneyGuidePro, Tamarac, and Holistiplan is considered a plus
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  Strong analytical skills and attention to detail
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  Exceptional written, verbal, and interpersonal communication skills, with the ability to explain complex financial concepts
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  Highly motivated, takes initiative, and works independently while also collaborating effectively in a team-oriented environment
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  Excellent organizational and time management skills, capable of prioritizing multiple tasks and anticipating potential problems
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  Excellent follow-up and follow-through capabilities
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  Ethical and professional conduct in all client interactions.
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  Proficient in Microsoft Office Suite (Outlook, Excel, Teams)
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  Continuously expand knowledge of financial planning strategies, investment products, and industry trends.
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  Knowledge of financial advice-related compliance and the financial planning industry
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  Uphold the core values of the organization: Own It, Take Pride, Seek Solutions, Care, Evolve & Grow

What You'll Love About Us

• Make an Impact . We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.
• Rest and Relaxation .  18 days paid time off, 8 paid holidays, 
• Health Benefits. Medical with HSA and FSA options, dental, and vision.
• Prepare for the Future . 401(k) with a generous company contribution, access to a personal finance professionals, and both legal and life insurance.
• Give back . Get paid to give your time to the community:  ask us about this!
• Educational Benefits .  Whether you are studying for job specific certification, or currently enrolled in higher education, we can help cover some of those expenses.
• Flexible Work Models . In-office, work-from-home, or hybrid, depending on position and location.

Not sure if you qualify? Think about applying anyway:

We understand that not everyone brings 100% of the skills and experience for the role.  At BGM We are focused on building a diverse and inclusive workforce and offer opportunities to those with a variety of workplace experiences and backgrounds.  We are excited to learn more about you and encourage you to apply!

BGM is proud to be an equal opportunity employer. We realize the key to creating a company with a strong culture and employee experience comes from who we hire and creating a workplace that celebrates everyone. It is our policy to extend equal opportunity in employment to all individuals without discrimination on the basis of race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state or local law.