Wealth Advisor

BGM is a nationally recognized collective of 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.

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

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

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

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

• Bachelor’s Degree or equivalent work experience in lieu of degree
• 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
• Demonstrated understanding of financial planning concepts, investment products, financial regulations, and compliance standards
• Certified Financial Planning (CFP) certification
• Experience with industry-related programs such as Charles Schwab, Salesforce, Money Guide Pro , Tamarac, and Holistiplan is considered a plus
• Strong analytical skills and attention to detail
• Exceptional written, verbal, and interpersonal communication skills, with the ability to explain complex financial concepts
• Highly motivated, takes initiative, and works independently while also collaborating effectively in a team-oriented…