Wealth Advisor

BGM Group

Wealth Advisor managing client relationships and business development for BGM Wealth Partners. Focusing on driving growth through client engagement and marketing strategies.

Posted 6/25/2026full-timeBloomington • Minnesota • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

Identify and engage new qualified clients
Identify and capture share of wallet from existing clients
Lead projects to enhance marketing and lead generation strategies
Maintain and expand relationships with key business contacts
Foster a sales culture that engages all employees in the sales process
Ensure all client interactions and financial recommendations adhere to regulatory requirements

Requirements

What you’ll need

Bachelor’s Degree or equivalent work experience in lieu of degree
Experience in either a lead advisor role or business development role
Demonstrated understanding of financial planning concepts
Certified Financial Planning (CFP®) certification
Experience with industry-related programs such as Charles Schwab, Salesforce, MoneyGuidePro, Tamarac, and Holistiplan is considered a plus
Proficient in Microsoft Office Suite (Outlook, Excel, Teams)

Benefits

Comp & perks

18 days paid time off
8 paid holidays
Health Benefits
Medical with HSA and FSA options
Dental
Vision
401(k) with a generous company contribution
Access to personal finance professionals
Legal and life insurance
Educational Benefits
Flexible Work Models

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial planninglead generationbusiness developmentclient engagementregulatory compliance

Soft Skills

relationship managementsales culturecommunicationproject leadership

Certifications

Bachelor’s DegreeCertified Financial Planning (CFP®)