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BGM · 5 months ago

Wealth Advisor

Bloomington, MN

Full-time

Hybrid

Mid Level

$75K/yr - $150K/yr

BGM is a nationally recognized collective of entrepreneurial-minded advisors and analysts providing a full suite of financial services. They are seeking a highly skilled Wealth Advisor to manage client relationships and drive business development efforts while ensuring high-quality service and compliance with regulatory requirements.

ConsultingFinancial ServicesInsurance

Responsibilities

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

Qualification

Financial PlanningBusiness DevelopmentClient Relationship ManagementCertified Financial Planning (CFP®)Investment StrategiesSalesforceAnalytical SkillsMicrosoft Office SuiteCommunication SkillsOrganizational Skills

Required

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

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

Preferred

Experience with industry-related programs such as Charles Schwab, Salesforce, MoneyGuidePro, Tamarac, and Holistiplan is considered a plus

Benefits

18 days paid time off, 8 paid holidays

Medical with HSA and FSA options, dental, and vision

401(k) with a generous company contribution, access to a personal finance professionals, and both legal and life insurance

Get paid to give your time to the community: ask us about this!

Whether you are studying for job specific certification, or currently enrolled in higher education, we can help cover some of those expenses

In-office, work-from-home, or hybrid, depending on position and location

Company

BGM

Since 1982, BGM has been fueled by an entrepreneurial spirit that matches the same passion for problem solving, innovation, and forward thinking displayed by our clients.

Founded in 1982