Wealth Management Professional

4 weeks ago

Minneapolis, Minnesota, United States BGM Group Full time
Job Description

We are seeking a highly skilled and experienced Wealth Advisor to join our team at BGM Group. The ideal candidate will play a crucial role in both relationship management and business development within the firm.

Key Responsibilities
  • Manage a select group of current clients, delivering exceptional service and supporting the financial planning process.
  • Identify opportunities to increase client engagement and expand service offerings.
  • Develop and execute effective meeting preparation and financial planning strategies.
  • Pursue business growth through targeted marketing efforts, cross-selling BGM services, and enhancing the firm's brand recognition.
  • 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.
Client Responsibilities
  • 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.
Team Responsibilities
  • Conduct meetings with clients, incorporating 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, driving revenue to the firm.
Preferred Qualifications and Skills
  • Bachelor's Degree or equivalent work experience in lieu of degree.
  • Experience in a lead advisor role, with a demonstrated track record of successfully acquiring new clients and driving significant revenue growth.
  • 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, MoneyGuidePro, 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 environment.
  • Excellent organizational and time management skills, capable of prioritizing multiple tasks and anticipating potential problems.
  • Excellent follow-up and follow-through capabilities.
  • Ethical and professional conduct in all client interactions.
  • Proficient in Microsoft Office Suite (Outlook, Excel, Teams).
  • Continuously expand knowledge of financial planning strategies, investment products, and industry trends.
  • Knowledge of financial advice-related compliance and the financial planning industry.
  • 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 professional, and both legal and life insurance.
  • Give back. Get paid to give your time to the community.
  • 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.

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