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BGM · 5 months ago

Wealth Advisor

Bloomington, Minnesota, United States

Full-time

Hybrid

Mid Level

$75K/yr - $150K/yr

BGM is a nationally recognized collective of entrepreneurial-minded advisors providing a full suite of financial services. They are seeking a highly skilled Wealth Advisor to manage client relationships and drive business development efforts, ensuring exceptional service and effective financial planning strategies.

ConsultingFinancial ServicesInsurance

No H1B

U.S. Citizen Only

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

Certified Financial Planning (CFP®)Financial planning conceptsBusiness developmentInvestment productsFinancial regulationsSalesforceCharles SchwabAnalytical skillsMicrosoft Office SuiteInterpersonal communicationOrganizational skillsTeam collaboration

Required

Mid-level experience

Strong interpersonal skills

Deep understanding of financial strategies

Commitment to consistently delivering high-quality service

Ability to manage a select group of current clients

Ability to deliver exceptional service and support the financial planning process

Ability to ensure meeting preparation and financial planning strategies are executed effectively

Ability to identify opportunities to increase client engagement and expand service offerings

Ability to actively pursue business growth through targeted marketing efforts

Ability to cross-sell BGM services

Ability to enhance the firm's brand recognition

Ability to identify and engage new qualified clients

Ability to identify and capture share of wallet from existing clients, and request client referrals

Ability to lead projects to enhance marketing and lead generation strategies

Ability to maintain and expand relationships with key business contacts and centers of influence (COIs)

Ability to foster a sales culture that engages all employees in the sales process, while maintaining a service-oriented approach

Ability to ensure all client interactions and financial recommendations adhere to regulatory requirements

Ability to stay informed about market trends, economic conditions, and regulatory changes to provide up-to-date advice

Ability to contribute to the leadership of the group by mentoring Service Advisors and Paraplanners

Ability to identify opportunities during client conversations to generate business development opportunities

Ability to manage client relationships proactively, acting as the first point of contact

Ability to answer routine client questions and service requests independently

Ability to develop client strategy or advice independently, with decision-making authority

Ability to consistently find opportunities to build deeper rapport with clients

Ability to confidently discuss firm value proposition, service offerings, and deliverables

Ability to competently discuss investment strategies

Ability to conduct meetings with clients, incorporating the Paraplanner or Service Advisor into the meeting when appropriate

Ability to develop client strategy

Ability to maintain strong working relationships with team members from all divisions

Ability to take the lead on teaching topics of interest internally

Ability to mentor Service Advisors and Paraplanners on their career trajectory

Ability to grow business lines and work with prospects

Ability to drive revenue to the firm

Preferred

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, 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

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