Wealth Management Professional
4 weeks ago
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.
- 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, 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.
- 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.
- 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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