BAM Advisory Group · 3 weeks ago
Investment Advisor Representative - Lead Advisor Track
Lakewood, CO
Full-time
Onsite
Entry, Mid Level
$75K/yr - $90K/yr
2+ years expBAM Advisory Group is an independent advisory firm dedicated to empowering individuals to build healthy financial relationships. The Investment Advisor Representative role focuses on guiding clients through comprehensive financial planning, fostering long-term relationships, and collaborating with senior advisors to deliver exceptional service.
Financial ServicesProfessional ServicesWealth Management
Responsibilities
Guide clients through the BAM Retirement Game Plan™ system across income, investment, tax, healthcare, and legacy planning
Conduct discovery meetings to understand client goals, risks, and concerns
Design personalized financial strategies using our planning tools (CRM, eMoney, internal systems)
Build deep, long-term relationships centered on trust, clarity, and proactive communication
Serve as a knowledgeable, steady guide as clients navigate retirement decisions
Maintain a client-first approach in every interaction—phone, email, or in person
Implement planning recommendations in coordination with senior advisors and our operations team
Maintain compliance with SEC, FINRA, and firm policies
Document all client interactions clearly and accurately within the CRM
Work closely with senior advisors, operations, and planning teams to deliver seamless client experiences
Contribute ideas to strengthen processes, communication, and the overall client journey
Participate in ongoing training, role-play sessions, and internal meetings as part of your growth path
Qualification
Required
2–4 years of experience in financial services or investment-related sales
Active Series 65 or 7 & 66 license required (insurance licensing preferred)
Excellent communicator and natural relationship builder
Highly coachable, motivated, and eager to grow within a team-driven environment
Organized, detail-oriented, and committed to process excellence
Ability to manage multiple priorities and follow through with consistency
Familiarity with financial planning concepts and tools; planning software experience is a plus
Benefits
Fully paid health and dental for yourself (no vision)
401(k) plan
4-day Epic Pass
Team experiences and events
Company
BAM Advisory Group
At BAM Advisory Group we are 𝗰𝗼𝗺𝗺𝗶𝘁𝘁𝗲𝗱 to maintaining the highest standards of integrity and professionalism in our relationships with you, our client.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase