Wealth Advisor

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.

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 :

• 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
• 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
• Contribute to the leadership of the group by mentoring Service Advisors and Paraplanners
• Identify opportunities during client conversations to generate business development opportunities

Preferred Qualifications and Skills :

What You'll Love About Us :

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. 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.